-89.9%
APUS vs VOO
+35.5%
-125.4%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.4% |
| 7D | -17.6% | +2.6% | -20.1% | -19.9% |
| 30D | -51.3% | -2.0% | -49.3% | -50.2% |
| 3M | -52.6% | -2.8% | -49.8% | -51.0% |
| 6M | -82.8% | +2.2% | -85.0% | -82.9% |
| YTD | -86.4% | +11.5% | -97.9% | -87.0% |
| 1Y | -92.0% | +13.5% | -105.5% | -92.4% |
| All | -89.9% | +35.5% | -125.4% | -87.8% |
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