+316.6%
VOO vs APA
-2.1%
+318.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.0% | -3.4% | -0.8% |
| 7D | -0.4% | +0.3% | -0.7% | -0.4% |
| 30D | -1.4% | +9.3% | -10.7% | -2.6% |
| 3M | +3.7% | +23.3% | -19.6% | +0.4% |
| 6M | +13.0% | +39.5% | -26.4% | +6.9% |
| YTD | +12.4% | +87.6% | -75.2% | +1.6% |
| 1Y | +18.6% | +114.2% | -95.6% | +4.6% |
| 3Y | +78.1% | +13.6% | +64.5% | +67.5% |
| 5Y | +82.3% | +175.6% | -93.3% | +47.4% |
| All | +316.6% | -2.1% | +318.7% | +225.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 10y: compounded portfolio wealth divided by compounded APA 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…
10y analysis · Full analysis span regression · 6 months rolling