+98.4%
VOO vs APP
+345.7%
-247.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.7% | +2.1% | -0.3% |
| 7D | +0.5% | +0.1% | +0.5% | +0.5% |
| 30D | -0.9% | -10.0% | +9.1% | +0.1% |
| 3M | +3.9% | -44.6% | +48.5% | +9.6% |
| 6M | +14.5% | -37.9% | +52.4% | +18.8% |
| YTD | +13.0% | -53.7% | +66.6% | +19.5% |
| 1Y | +19.4% | -43.0% | +62.4% | +22.9% |
| 3Y | +78.9% | +640.8% | -561.9% | +31.1% |
| 5Y | +82.3% | +358.8% | -276.6% | +32.3% |
| All | +98.4% | +345.7% | -247.4% | +40.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling