+27.0%
APPS vs VOO
+77.8%
-50.7%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -0.6% |
| 7D | -3.4% | +0.1% | -3.5% | -3.4% |
| 30D | -18.7% | +0.1% | -18.7% | -18.4% |
| 3M | +14.9% | +2.0% | +12.9% | +10.2% |
| 6M | +149.7% | +13.0% | +136.6% | +86.4% |
| YTD | +114.2% | +13.6% | +100.6% | +56.0% |
| 1Y | +152.6% | +20.1% | +132.5% | +60.7% |
| All | +27.0% | +77.8% | -50.7% | -70.7% |
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