+4.5%
APA vs VOO
+314.4%
-309.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.3% | +2.3% | +1.8% |
| 7D | +5.1% | -0.9% | +6.0% | +6.1% |
| 30D | +0.3% | -2.3% | +2.6% | +2.9% |
| 3M | +15.6% | -1.2% | +16.8% | +16.3% |
| 6M | +28.9% | +3.3% | +25.6% | +19.9% |
| YTD | +96.6% | +12.3% | +84.2% | +58.5% |
| 1Y | +95.5% | +12.5% | +83.0% | +56.8% |
| 3Y | +41.8% | +79.2% | -37.4% | -43.7% |
| 5Y | +85.4% | +75.7% | +9.7% | -24.1% |
| 10Y | +4.5% | +313.7% | -309.1% | -85.0% |
| All | +4.5% | +314.4% | -309.9% | -85.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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