+317.6%
VOO vs APO
+945.2%
-627.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.6% |
| 7D | -0.8% | -3.5% | +2.7% | +0.3% |
| 30D | -1.1% | -6.6% | +5.5% | +0.9% |
| 3M | +3.9% | -3.3% | +7.2% | +4.5% |
| 6M | +13.6% | +22.6% | -9.0% | +5.4% |
| YTD | +12.7% | -9.8% | +22.5% | +14.7% |
| 1Y | +17.6% | -3.9% | +21.5% | +16.5% |
| 3Y | +77.3% | +52.5% | +24.9% | +46.0% |
| 5Y | +84.1% | +134.0% | -49.9% | +26.9% |
| All | +317.6% | +945.2% | -627.7% | +88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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