-88.5%
APPS vs VOO
+72.6%
-161.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +5.3% |
| 7D | -26.7% | +2.6% | -29.3% | -31.0% |
| 30D | -20.1% | -2.0% | -18.1% | -14.5% |
| 3M | -39.7% | -2.8% | -36.9% | -33.7% |
| 6M | +84.7% | +2.2% | +82.5% | +78.1% |
| YTD | +52.2% | +11.5% | +40.7% | +13.0% |
| 1Y | +46.6% | +13.5% | +33.1% | +3.6% |
| 3Y | +61.9% | +78.1% | -16.2% | -67.2% |
| All | -88.5% | +72.6% | -161.1% | -97.1% |
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