+253.5%
APT vs VOO
+798.5%
-545.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.3% | 0.0% | +2.7% |
| 7D | +0.5% | +0.1% | +0.5% | +0.5% |
| 30D | -5.0% | -3.3% | -1.7% | -5.4% |
| 3M | +5.7% | -2.4% | +8.1% | +5.4% |
| 6M | -13.8% | +2.6% | -16.4% | -13.6% |
| YTD | +25.0% | +11.3% | +13.7% | +26.7% |
| 1Y | +18.3% | +13.4% | +4.9% | +20.3% |
| 3Y | +26.4% | +80.3% | -53.9% | +40.3% |
| 5Y | +5.3% | +72.7% | -67.4% | +12.8% |
| 10Y | +65.7% | +310.0% | -244.4% | +104.8% |
| All | +253.5% | +798.5% | -545.0% | +192.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling