+563.2%
APOG vs VOO
+777.9%
-214.7%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.7% |
| 7D | +1.2% | -2.7% | +3.9% | +5.0% |
| 30D | +12.1% | -5.4% | +17.4% | +20.7% |
| 3M | +6.8% | -4.1% | +10.9% | +13.0% |
| 6M | +28.3% | +0.7% | +27.6% | +26.6% |
| YTD | +29.3% | +8.7% | +20.6% | +15.0% |
| 1Y | +36.2% | +11.0% | +25.2% | +17.5% |
| 3Y | +9.5% | +75.5% | -65.9% | -50.3% |
| 5Y | +6.5% | +68.4% | -61.8% | -49.1% |
| 10Y | +38.0% | +315.7% | -277.7% | -82.0% |
| All | +563.2% | +777.9% | -214.7% | -73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling