-91.7%
API vs VOO
+162.6%
-254.3%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -1.2% |
| 7D | -4.3% | -2.7% | -1.6% | -0.4% |
| 30D | +1.2% | -5.4% | +6.6% | +10.0% |
| 3M | +1.2% | -4.1% | +5.3% | +7.9% |
| 6M | +2.2% | +0.7% | +1.4% | +0.5% |
| YTD | +3.2% | +8.7% | -5.5% | -9.8% |
| 1Y | +21.0% | +11.0% | +10.1% | +1.9% |
| 3Y | +36.4% | +75.5% | -39.1% | -49.0% |
| 5Y | -80.9% | +68.4% | -149.3% | -91.9% |
| All | -91.7% | +162.6% | -254.3% | -98.7% |
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 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