+12.1%
VOO vs APP
-34.6%
+46.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.4% | -0.2% |
| 7D | +3.3% | +10.6% | -7.3% | +2.8% |
| 30D | -2.7% | +44.6% | -47.3% | -4.4% |
| 3M | -1.7% | +29.6% | -31.3% | -2.9% |
| 6M | +3.1% | -19.8% | +22.9% | +4.8% |
| YTD | +11.9% | -41.6% | +53.5% | +15.4% |
| 1Y | +12.1% | -32.7% | +44.8% | +13.0% |
| All | +12.1% | -34.6% | +46.7% | +13.0% |
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