+810.9%
VOO vs APA
-28.0%
+839.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.6% |
| 7D | +2.6% | +8.5% | -6.0% | +1.3% |
| 30D | -2.0% | +2.8% | -4.8% | -2.6% |
| 3M | -2.8% | +21.7% | -24.5% | -6.1% |
| 6M | +2.2% | +32.6% | -30.4% | -3.2% |
| YTD | +11.5% | +103.7% | -92.2% | -2.5% |
| 1Y | +13.5% | +101.8% | -88.3% | -0.7% |
| 3Y | +78.1% | +48.1% | +30.0% | +58.9% |
| 5Y | +73.1% | +91.9% | -18.8% | +42.8% |
| 10Y | +310.7% | +8.4% | +302.4% | +219.4% |
| All | +810.9% | -28.0% | +839.0% | +635.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling