+64.8%
APIE vs VOO
+93.4%
-28.6%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | -0.6% |
| 7D | 0.0% | -0.9% | +0.9% | +0.7% |
| 30D | 0.0% | -2.3% | +2.3% | +1.9% |
| 3M | -3.7% | -1.2% | -2.5% | -2.8% |
| 6M | +0.8% | +3.3% | -2.5% | -1.9% |
| YTD | +8.1% | +12.3% | -4.2% | -1.7% |
| 1Y | +9.2% | +12.5% | -3.3% | -0.8% |
| 3Y | +67.5% | +79.2% | -11.7% | +1.1% |
| All | +64.8% | +93.4% | -28.6% | -8.2% |
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