+805.8%
VOO vs APD
+542.1%
+263.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.5% |
| 7D | -0.6% | -0.2% | -0.4% | -0.5% |
| 30D | -3.6% | +11.0% | -14.7% | -8.0% |
| 3M | -2.7% | +1.3% | -4.0% | -3.5% |
| 6M | +2.2% | +6.4% | -4.1% | -1.3% |
| YTD | +10.9% | +28.9% | -18.0% | -2.5% |
| 1Y | +11.3% | +23.2% | -11.9% | -0.6% |
| 3Y | +76.9% | +26.3% | +50.6% | +50.7% |
| 5Y | +73.5% | +12.0% | +61.5% | +53.0% |
| 10Y | +307.7% | +183.2% | +124.5% | +110.6% |
| All | +805.8% | +542.1% | +263.7% | +177.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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