+652.2%
VOO vs APO
+1,582.7%
-930.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | 0.0% |
| 7D | +3.3% | +3.5% | -0.2% | +2.2% |
| 30D | -2.7% | +4.4% | -7.0% | -4.1% |
| 3M | -1.7% | -12.1% | +10.3% | +1.6% |
| 6M | +3.1% | -7.2% | +10.4% | +4.5% |
| YTD | +11.9% | -15.1% | +27.1% | +15.5% |
| 1Y | +12.1% | -7.7% | +19.7% | +12.6% |
| 3Y | +78.6% | +49.6% | +29.0% | +50.7% |
| 5Y | +73.8% | +78.3% | -4.5% | +35.2% |
| 10Y | +312.3% | +827.7% | -515.4% | +95.9% |
| All | +652.2% | +1,582.7% | -930.5% | +188.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling