+314.2%
VOO vs APH
+1,046.9%
-732.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.7% | 0.0% |
| 7D | +0.5% | +0.2% | +0.3% | +0.4% |
| 30D | -0.9% | -3.3% | +2.4% | +0.3% |
| 3M | +3.9% | +14.0% | -10.2% | -3.6% |
| 6M | +14.5% | +24.4% | -9.9% | +0.4% |
| YTD | +13.0% | +21.4% | -8.5% | -2.6% |
| 1Y | +19.4% | +48.9% | -29.5% | -9.0% |
| 3Y | +78.9% | +290.1% | -211.2% | -26.7% |
| 5Y | +82.3% | +352.8% | -270.5% | -33.0% |
| 10Y | +314.2% | +1,041.3% | -727.1% | -13.9% |
| All | +314.2% | +1,046.9% | -732.7% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 10y: compounded portfolio wealth divided by compounded APH 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…
10y analysis · Full analysis span regression · 6 months rolling