+506.6%
APP vs VOO
+95.8%
+410.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.2% | -2.8% |
| 7D | +61.1% | -0.6% | +61.7% | +59.2% |
| 30D | +42.8% | -3.6% | +46.4% | +51.8% |
| 3M | +16.7% | -2.7% | +19.4% | +21.5% |
| 6M | -15.6% | +2.2% | -17.8% | -20.9% |
| YTD | -41.3% | +10.9% | -52.2% | -53.4% |
| 1Y | -39.3% | +11.3% | -50.6% | -52.0% |
| 3Y | +803.2% | +76.9% | +726.3% | +192.8% |
| 5Y | +313.2% | +73.5% | +239.6% | +48.8% |
| All | +506.6% | +95.8% | +410.8% | +89.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling