+10.3%
APA vs VOO
+79.1%
-68.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.3% |
| 7D | -1.7% | +0.5% | -2.2% | -2.1% |
| 30D | +15.7% | -0.9% | +16.7% | +16.5% |
| 3M | +16.5% | +3.9% | +12.6% | +12.1% |
| 6M | +35.1% | +14.5% | +20.6% | +17.0% |
| YTD | +82.2% | +13.0% | +69.3% | +59.8% |
| 1Y | +102.5% | +19.4% | +83.0% | +65.1% |
| 3Y | +10.3% | +78.9% | -68.6% | -36.0% |
| All | +10.3% | +79.1% | -68.8% | -36.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling