+933.9%
APPF vs VOO
+311.2%
+622.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.5% |
| 7D | -4.5% | +3.3% | -7.7% | -8.0% |
| 30D | +11.9% | -2.7% | +14.6% | +15.1% |
| 3M | +13.2% | -1.7% | +15.0% | +15.0% |
| 6M | +43.4% | +3.1% | +40.3% | +36.7% |
| YTD | -4.2% | +11.9% | -16.2% | -17.3% |
| 1Y | -11.0% | +12.1% | -23.1% | -23.3% |
| 3Y | +12.0% | +78.6% | -66.5% | -45.7% |
| 5Y | +75.1% | +73.8% | +1.3% | -11.7% |
| All | +933.9% | +311.2% | +622.7% | +109.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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