+61.9%
APPS vs VOO
+78.5%
-16.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +5.2% |
| 7D | -26.7% | +2.6% | -29.3% | -30.6% |
| 30D | -20.1% | -2.0% | -18.1% | -15.0% |
| 3M | -39.7% | -2.8% | -36.9% | -34.2% |
| 6M | +84.7% | +2.2% | +82.5% | +79.4% |
| YTD | +52.2% | +11.5% | +40.7% | +17.3% |
| 1Y | +46.6% | +13.5% | +33.1% | +7.8% |
| 3Y | +61.9% | +78.1% | -16.2% | -62.4% |
| All | +61.9% | +78.5% | -16.5% | -62.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling