+78.8%
VOO vs APO
+50.4%
+28.4%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | 0.0% |
| 7D | +3.3% | +3.5% | -0.2% | +2.4% |
| 30D | -2.7% | +4.4% | -7.0% | -3.9% |
| 3M | -1.7% | -12.1% | +10.3% | +1.2% |
| 6M | +3.1% | -7.2% | +10.4% | +4.4% |
| YTD | +11.9% | -15.1% | +27.1% | +15.6% |
| 1Y | +12.1% | -7.7% | +19.7% | +12.8% |
| All | +78.8% | +50.4% | +28.4% | +57.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling