+827.8%
VOO vs APH
+1,390.2%
-562.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -47.8% | +48.2% | +18.7% |
| 7D | -0.1% | -48.7% | +48.6% | +19.0% |
| 30D | +0.1% | -51.9% | +52.0% | +22.5% |
| 3M | +2.0% | -43.6% | +45.6% | +14.7% |
| 6M | +13.0% | -37.5% | +50.6% | +19.3% |
| YTD | +13.6% | -38.6% | +52.2% | +18.0% |
| 1Y | +20.1% | -26.3% | +46.4% | +12.3% |
| 3Y | +77.6% | +89.2% | -11.6% | -4.0% |
| 5Y | +82.4% | +119.8% | -37.4% | -10.1% |
| 10Y | +316.8% | +454.3% | -137.4% | +24.7% |
| All | +827.8% | +1,390.2% | -562.4% | +65.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling