-89.0%
APUS vs VOO
+38.0%
-127.0%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.2% | -3.3% |
| 7D | -37.5% | +0.1% | -37.6% | -37.6% |
| 30D | -48.0% | +0.1% | -48.0% | -48.0% |
| 3M | -82.8% | +2.0% | -84.8% | -83.0% |
| 6M | -81.8% | +13.0% | -94.8% | -83.2% |
| YTD | -85.2% | +13.6% | -98.8% | -86.2% |
| 1Y | -87.0% | +20.1% | -107.1% | -87.7% |
| All | -89.0% | +38.0% | -127.0% | -87.1% |
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