+159.2%
APPS vs VOO
+19.5%
+139.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.6% | +6.1% | +6.6% |
| 7D | +13.0% | +0.5% | +12.5% | +11.9% |
| 30D | -21.2% | -0.9% | -20.3% | -19.5% |
| 3M | +20.9% | +3.9% | +17.0% | +13.6% |
| 6M | +175.6% | +14.5% | +161.1% | +122.7% |
| YTD | +126.0% | +13.0% | +113.0% | +84.4% |
| 1Y | +159.2% | +19.4% | +139.7% | +76.6% |
| All | +159.2% | +19.5% | +139.7% | +76.6% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling