+20.1%
VOO vs APP
-35.6%
+55.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.6% | -0.5% |
| 7D | +0.1% | +0.9% | -0.8% | 0.0% |
| 30D | +0.1% | -23.3% | +23.3% | +1.6% |
| 3M | +2.0% | -42.6% | +44.7% | +5.3% |
| 6M | +13.0% | -33.6% | +46.6% | +15.1% |
| YTD | +13.6% | -52.4% | +66.0% | +17.2% |
| 1Y | +20.1% | -35.9% | +56.0% | +21.4% |
| All | +20.1% | -35.6% | +55.7% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APP.
Daily Out/Under-Performance
Portfolio return minus APP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APP 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 1y: compounded portfolio wealth divided by compounded APP 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…
1y analysis · Full analysis span regression · 6 months rolling