-36.2%
APA vs VOO
+817.1%
-853.3%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -2.7% |
| 7D | +0.5% | +0.1% | +0.4% | +0.3% |
| 30D | +23.4% | +0.1% | +23.3% | +23.1% |
| 3M | +12.7% | +2.0% | +10.7% | +8.1% |
| 6M | +39.4% | +13.0% | +26.4% | +12.9% |
| YTD | +79.0% | +13.6% | +65.4% | +43.4% |
| 1Y | +88.8% | +20.1% | +68.8% | +38.9% |
| 3Y | +6.4% | +77.6% | -71.2% | -56.2% |
| 5Y | +153.0% | +82.4% | +70.5% | +0.7% |
| 10Y | +7.5% | +316.8% | -309.3% | -84.9% |
| All | -36.2% | +817.1% | -853.3% | -96.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling