-73.0%
APYX vs VOO
+80.3%
-153.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.6% | -4.6% | -4.5% |
| 7D | -5.6% | -2.0% | -3.6% | -3.0% |
| 30D | -4.3% | -1.7% | -2.6% | -2.2% |
| 3M | -37.3% | +4.7% | -42.1% | -40.9% |
| 6M | -16.2% | +12.6% | -28.8% | -28.1% |
| YTD | -17.4% | +11.8% | -29.2% | -28.2% |
| 1Y | +46.7% | +17.5% | +29.2% | +19.1% |
| 3Y | -34.5% | +77.0% | -111.5% | -66.3% |
| 5Y | -73.0% | +82.6% | -155.5% | -85.6% |
| All | -73.0% | +80.3% | -153.3% | -85.6% |
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 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