+29.2%
APPS vs VOO
+11.8%
+17.4%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.3% | -5.6% | -5.2% |
| 7D | -24.5% | +3.3% | -27.8% | -28.5% |
| 30D | -29.5% | -2.7% | -26.9% | -25.0% |
| 3M | -41.2% | -1.7% | -39.4% | -38.4% |
| 6M | +88.6% | +3.1% | +85.5% | +84.9% |
| YTD | +46.0% | +11.9% | +34.1% | +27.8% |
| 1Y | +29.2% | +12.1% | +17.1% | +13.4% |
| All | +29.2% | +11.8% | +17.4% | +13.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling