+78.9%
VOO vs APA
+9.3%
+69.5%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -0.7% |
| 7D | +0.5% | -1.7% | +2.2% | +0.7% |
| 30D | -0.9% | +15.7% | -16.7% | -2.3% |
| 3M | +3.9% | +16.5% | -12.6% | +2.3% |
| 6M | +14.5% | +35.1% | -20.6% | +9.8% |
| YTD | +13.0% | +82.2% | -69.3% | +3.5% |
| 1Y | +19.4% | +102.5% | -83.0% | +7.1% |
| 3Y | +78.9% | +10.3% | +68.6% | +58.3% |
| All | +78.9% | +9.3% | +69.5% | +58.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling