-85.7%
APPS vs VOO
+67.9%
-153.6%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.3% | +7.0% | +6.5% |
| 7D | +17.0% | -2.7% | +19.7% | +25.0% |
| 30D | -2.4% | -5.4% | +3.0% | +14.1% |
| 3M | -27.3% | -4.1% | -23.2% | -17.7% |
| 6M | +160.8% | +0.7% | +160.1% | +159.0% |
| YTD | +107.6% | +8.7% | +98.9% | +63.9% |
| 1Y | +65.8% | +11.0% | +54.9% | +23.5% |
| 3Y | +107.2% | +75.5% | +31.7% | -56.9% |
| All | -85.7% | +67.9% | -153.6% | -96.1% |
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