+241.4%
APT vs VOO
+817.1%
-575.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.3% |
| 7D | +0.2% | +0.1% | +0.1% | +0.2% |
| 30D | +9.4% | +0.1% | +9.3% | +9.4% |
| 3M | +1.9% | +2.0% | -0.1% | +2.1% |
| 6M | +1.3% | +13.0% | -11.7% | +2.9% |
| YTD | +20.7% | +13.6% | +7.1% | +22.7% |
| 1Y | +10.5% | +20.1% | -9.6% | +13.2% |
| 3Y | +18.8% | +77.6% | -58.7% | +31.1% |
| 5Y | -31.5% | +82.4% | -113.9% | -25.4% |
| 10Y | +78.7% | +316.8% | -238.2% | +121.6% |
| All | +241.4% | +817.1% | -575.7% | +183.6% |
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