+75.5%
VOO vs APH
+258.9%
-183.5%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.1% | -3.8% | -0.7% |
| 7D | -2.7% | -5.9% | +3.2% | -1.5% |
| 30D | -5.4% | -14.8% | +9.4% | -1.9% |
| 3M | -4.1% | -12.4% | +8.4% | -1.5% |
| 6M | +0.7% | +8.1% | -7.3% | -2.8% |
| YTD | +8.7% | +10.9% | -2.2% | +1.7% |
| 1Y | +11.0% | +8.8% | +2.2% | +4.2% |
| 3Y | +75.5% | +262.1% | -186.6% | -5.0% |
| All | +75.5% | +258.9% | -183.5% | -5.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling