+823.8%
APPS vs VOO
+312.6%
+511.2%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +1.3% | +5.8% | +4.4% |
| 7D | -18.7% | -0.9% | -17.7% | -17.0% |
| 30D | -26.6% | -2.3% | -24.2% | -21.9% |
| 3M | -40.5% | -1.2% | -39.3% | -38.0% |
| 6M | +94.5% | +3.3% | +91.2% | +86.4% |
| YTD | +55.2% | +12.3% | +42.9% | +24.4% |
| 1Y | +28.5% | +12.5% | +16.0% | +3.0% |
| 3Y | +63.4% | +79.2% | -15.8% | -43.4% |
| 5Y | -88.9% | +75.7% | -164.6% | -95.4% |
| All | +823.8% | +312.6% | +511.2% | +5.2% |
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