+17.5%
VOO vs APA
+111.4%
-93.8%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.6% |
| 7D | -2.0% | +0.8% | -2.8% | -1.9% |
| 30D | -1.7% | +9.6% | -11.3% | -1.1% |
| 3M | +4.7% | +18.0% | -13.3% | +6.0% |
| 6M | +12.6% | +41.9% | -29.3% | +13.0% |
| YTD | +11.8% | +86.3% | -74.6% | +11.2% |
| 1Y | +17.5% | +97.9% | -80.3% | +17.0% |
| All | +17.5% | +111.4% | -93.8% | +17.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling