-80.0%
APRE vs VOO
+80.1%
-160.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.2% |
| 7D | -5.4% | +0.1% | -5.5% | -5.5% |
| 30D | +27.9% | +0.1% | +27.8% | +27.7% |
| 3M | +2.5% | +2.0% | +0.4% | +0.6% |
| 6M | -12.7% | +13.0% | -25.8% | -20.5% |
| YTD | -6.9% | +13.6% | -20.5% | -15.3% |
| 1Y | -47.1% | +20.1% | -67.1% | -53.4% |
| All | -80.0% | +80.1% | -160.1% | -86.5% |
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 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