-29.2%
APPX vs VOO
+41.0%
-70.2%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.3% | -5.2% | -4.5% |
| 7D | +20.7% | +3.3% | +17.4% | +9.6% |
| 30D | +86.8% | -2.7% | +89.5% | +103.0% |
| 3M | +42.0% | -1.7% | +43.7% | +47.8% |
| 6M | -55.6% | +3.1% | -58.8% | -61.8% |
| YTD | -83.5% | +11.9% | -95.5% | -89.4% |
| 1Y | -79.1% | +12.1% | -91.2% | -86.4% |
| All | -29.2% | +41.0% | -70.2% | -82.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling