+19.8%
APOS vs VOO
+72.8%
-52.9%
-4.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.4% | +3.8% | 0.0% |
| 7D | +1.2% | -4.7% | +6.0% | +1.9% |
| 30D | -1.1% | -5.9% | +4.8% | -0.2% |
| 3M | +1.0% | -4.5% | +5.5% | +1.7% |
| 6M | +1.8% | +1.9% | 0.0% | +1.5% |
| YTD | +1.7% | +8.4% | -6.7% | +0.5% |
| 1Y | +4.0% | +9.5% | -5.4% | +2.7% |
| 3Y | +17.1% | +75.3% | -58.2% | +5.4% |
| All | +19.8% | +72.8% | -52.9% | +8.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling