-99.9%
APRE vs VOO
+190.9%
-290.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.4% | -5.1% | -5.2% |
| 7D | -19.7% | +2.6% | -22.3% | -20.9% |
| 30D | -28.6% | -2.0% | -26.7% | -27.8% |
| 3M | -38.0% | -2.8% | -35.2% | -37.1% |
| 6M | -52.7% | +2.2% | -54.9% | -53.5% |
| YTD | -51.2% | +11.5% | -62.8% | -54.4% |
| 1Y | -65.0% | +13.5% | -78.5% | -67.6% |
| 3Y | -89.6% | +78.1% | -167.7% | -92.5% |
| 5Y | -99.6% | +73.1% | -172.7% | -99.7% |
| All | -99.9% | +190.9% | -290.8% | -100.0% |
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