+827.8%
VOO vs APD
+519.6%
+308.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | 0.0% |
| 7D | +0.1% | -2.2% | +2.3% | +1.1% |
| 30D | +0.1% | +2.1% | -2.0% | -1.0% |
| 3M | +2.0% | +7.2% | -5.2% | -1.6% |
| 6M | +13.0% | +11.2% | +1.8% | +6.8% |
| YTD | +13.6% | +24.4% | -10.8% | +1.6% |
| 1Y | +20.1% | +6.7% | +13.4% | +14.3% |
| 3Y | +77.6% | +9.2% | +68.3% | +61.5% |
| 5Y | +82.4% | +27.4% | +55.1% | +49.9% |
| 10Y | +316.8% | +164.8% | +152.0% | +122.5% |
| All | +827.8% | +519.6% | +308.2% | +189.4% |
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