+11.3%
VOO vs APP
-37.8%
+49.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.5% | +3.2% | -0.2% |
| 7D | -0.6% | +61.1% | -61.7% | -3.0% |
| 30D | -3.6% | +42.8% | -46.4% | -5.2% |
| 3M | -2.7% | +16.7% | -19.4% | -3.1% |
| 6M | +2.2% | -15.6% | +17.8% | +3.5% |
| YTD | +10.9% | -41.3% | +52.2% | +13.8% |
| 1Y | +11.3% | -39.3% | +50.6% | +13.7% |
| All | +11.3% | -37.8% | +49.1% | +13.7% |
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