+1,406.7%
APPS vs VOO
+317.9%
+1,088.8%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +2.3% | +6.5% | +4.0% |
| 7D | +33.6% | +0.1% | +33.5% | +32.9% |
| 30D | +8.3% | -3.3% | +11.7% | +17.0% |
| 3M | -21.2% | -2.4% | -18.8% | -16.2% |
| 6M | +179.7% | +2.6% | +177.1% | +170.6% |
| YTD | +126.0% | +11.3% | +114.7% | +83.7% |
| 1Y | +88.6% | +13.4% | +75.2% | +47.8% |
| 3Y | +134.0% | +80.3% | +53.7% | -20.3% |
| 5Y | -84.4% | +72.7% | -157.2% | -93.4% |
| 10Y | +1,406.7% | +310.0% | +1,096.6% | +107.8% |
| All | +1,406.7% | +317.9% | +1,088.8% | +107.8% |
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