-83.2%
APPS vs VOO
+82.6%
-165.7%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -0.5% |
| 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% | +9.4% |
| 6M | +149.7% | +13.0% | +136.6% | +79.4% |
| YTD | +114.2% | +13.6% | +100.6% | +49.8% |
| 1Y | +152.6% | +20.1% | +132.5% | +52.6% |
| 3Y | +21.2% | +77.6% | -56.4% | -74.9% |
| All | -83.2% | +82.6% | -165.7% | -96.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling