-87.2%
API vs VOO
+82.6%
-169.8%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +2.2% |
| 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% | -15.2% |
| 6M | -1.6% | +13.0% | -14.7% | -18.4% |
| YTD | +4.2% | +13.6% | -9.4% | -14.3% |
| 1Y | +28.5% | +20.1% | +8.4% | -3.0% |
| 3Y | +50.4% | +77.6% | -27.2% | -43.4% |
| All | -87.2% | +82.6% | -169.8% | -95.2% |
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