+90.9%
APA vs VOO
+72.6%
+18.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +2.0% |
| 7D | +8.5% | +2.6% | +6.0% | +5.9% |
| 30D | +2.8% | -2.0% | +4.8% | +4.3% |
| 3M | +21.7% | -2.8% | +24.5% | +24.3% |
| 6M | +32.6% | +2.2% | +30.4% | +27.5% |
| YTD | +103.7% | +11.5% | +92.2% | +75.4% |
| 1Y | +101.8% | +13.5% | +88.3% | +70.0% |
| 3Y | +48.1% | +78.1% | -30.0% | -26.2% |
| All | +90.9% | +72.6% | +18.3% | +5.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling