+56.5%
API vs VOO
+77.8%
-21.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +2.0% |
| 7D | +3.4% | +0.1% | +3.3% | +3.3% |
| 30D | +2.7% | +0.1% | +2.6% | +2.7% |
| 3M | -12.2% | +2.0% | -14.2% | -14.0% |
| 6M | -1.6% | +13.0% | -14.7% | -12.6% |
| YTD | +4.2% | +13.6% | -9.4% | -7.9% |
| 1Y | +28.5% | +20.1% | +8.4% | +7.8% |
| All | +56.5% | +77.8% | -21.3% | -9.5% |
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