-33.1%
APT vs VOO
+82.3%
-115.4%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.2% |
| 7D | +0.4% | +0.5% | -0.2% | +0.1% |
| 30D | +0.6% | -0.9% | +1.5% | +1.1% |
| 3M | -3.5% | +3.9% | -7.4% | -5.4% |
| 6M | +2.1% | +14.5% | -12.4% | -5.0% |
| YTD | +18.9% | +13.0% | +6.0% | +11.4% |
| 1Y | +8.0% | +19.4% | -11.5% | -1.8% |
| 3Y | +24.8% | +78.9% | -54.0% | -8.6% |
| 5Y | -33.1% | +82.3% | -115.4% | -53.7% |
| All | -33.1% | +82.3% | -115.4% | -53.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling