+987.7%
APPF vs VOO
+314.0%
+673.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.3% | -3.2% |
| 7D | -8.6% | +0.5% | -9.1% | -9.1% |
| 30D | +3.7% | -0.9% | +4.6% | +4.8% |
| 3M | +24.9% | +3.9% | +21.0% | +18.9% |
| 6M | +7.8% | +14.5% | -6.8% | -9.0% |
| YTD | -11.4% | +13.0% | -24.4% | -23.9% |
| 1Y | -28.1% | +19.4% | -47.5% | -42.2% |
| 3Y | +6.7% | +78.9% | -72.2% | -48.0% |
| 5Y | +67.0% | +82.3% | -15.2% | -20.2% |
| 10Y | +987.7% | +314.2% | +673.5% | +104.8% |
| All | +987.7% | +314.0% | +673.7% | +104.8% |
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