+99.5%
VOO vs APP
+357.9%
-258.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.6% | -0.6% |
| 7D | +0.1% | +0.9% | -0.8% | 0.0% |
| 30D | +0.1% | -23.3% | +23.3% | +2.5% |
| 3M | +2.0% | -42.6% | +44.7% | +7.2% |
| 6M | +13.0% | -33.6% | +46.6% | +16.4% |
| YTD | +13.6% | -52.4% | +66.0% | +19.9% |
| 1Y | +20.1% | -35.9% | +56.0% | +22.0% |
| 3Y | +77.6% | +642.2% | -564.6% | +30.1% |
| 5Y | +82.4% | +311.1% | -228.6% | +32.4% |
| All | +99.5% | +357.9% | -258.5% | +41.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling