-48.4%
APPX vs VOO
+42.2%
-90.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.5% | -2.5% |
| 7D | -0.2% | +0.5% | -0.8% | -2.9% |
| 30D | -20.8% | -0.9% | -19.9% | -17.4% |
| 3M | -74.4% | +3.9% | -78.3% | -77.7% |
| 6M | -71.8% | +14.5% | -86.4% | -84.8% |
| YTD | -88.0% | +13.0% | -100.9% | -92.3% |
| 1Y | -84.2% | +19.4% | -103.6% | -91.9% |
| All | -48.4% | +42.2% | -90.6% | -87.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling