+70.0%
APIE vs VOO
+94.5%
-24.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | 0.0% |
| 7D | +1.5% | +0.5% | +1.0% | +1.0% |
| 30D | -1.0% | -0.9% | 0.0% | -0.2% |
| 3M | +5.2% | +3.9% | +1.3% | +1.8% |
| 6M | +10.5% | +14.5% | -4.1% | -1.1% |
| YTD | +11.6% | +13.0% | -1.4% | +1.0% |
| 1Y | +18.6% | +19.4% | -0.8% | +2.9% |
| 3Y | +69.6% | +78.9% | -9.2% | +2.8% |
| All | +70.0% | +94.5% | -24.5% | -5.6% |
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