+12.1%
VOO vs APA
+101.2%
-89.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.3% | -0.2% |
| 7D | +3.3% | +9.6% | -6.3% | +4.0% |
| 30D | -2.7% | -0.2% | -2.5% | -2.6% |
| 3M | -1.7% | +19.8% | -21.6% | -0.1% |
| 6M | +3.1% | +30.1% | -26.9% | +5.8% |
| YTD | +11.9% | +100.4% | -88.5% | +13.0% |
| 1Y | +12.1% | +105.2% | -93.1% | +13.0% |
| All | +12.1% | +101.2% | -89.1% | +13.0% |
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