-85.1%
APPX vs VOO
+17.3%
-102.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.6% | +6.3% | +8.3% |
| 7D | -0.2% | -2.0% | +1.7% | +8.7% |
| 30D | -5.1% | -1.7% | -3.4% | +1.8% |
| 3M | -66.0% | +4.7% | -70.7% | -71.4% |
| 6M | -68.3% | +12.6% | -80.8% | -81.1% |
| YTD | -87.9% | +11.8% | -99.6% | -91.6% |
| 1Y | -85.1% | +17.5% | -102.7% | -89.5% |
| All | -85.1% | +17.3% | -102.4% | -89.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling