-99.8%
APRE vs VOO
+193.2%
-293.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.5% | -4.8% | -5.0% |
| 7D | -3.5% | -0.4% | -3.2% | -3.3% |
| 30D | +22.8% | -1.4% | +24.2% | +23.7% |
| 3M | +7.0% | +3.7% | +3.3% | +4.3% |
| 6M | -6.4% | +13.0% | -19.4% | -13.2% |
| YTD | -7.3% | +12.4% | -19.7% | -13.7% |
| 1Y | -49.0% | +18.6% | -67.6% | -53.8% |
| 3Y | -80.1% | +78.1% | -158.1% | -85.6% |
| 5Y | -99.1% | +82.3% | -181.4% | -99.5% |
| All | -99.8% | +193.2% | -293.1% | -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 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