-99.8%
APRE vs VOO
+191.5%
-291.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.1% |
| 7D | -2.1% | -2.0% | -0.1% | -1.0% |
| 30D | +19.5% | -1.7% | +21.2% | +20.6% |
| 3M | +4.5% | +4.7% | -0.2% | +1.2% |
| 6M | -5.1% | +12.6% | -17.6% | -11.8% |
| YTD | -7.5% | +11.8% | -19.3% | -13.6% |
| 1Y | -48.9% | +17.5% | -66.5% | -53.5% |
| 3Y | -80.1% | +77.0% | -157.1% | -85.6% |
| 5Y | -99.1% | +82.6% | -181.7% | -99.5% |
| All | -99.8% | +191.5% | -291.3% | -99.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling