-28.1%
APPF vs VOO
+19.5%
-47.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.3% | -3.6% |
| 7D | -8.6% | +0.5% | -9.1% | -8.8% |
| 30D | +3.7% | -0.9% | +4.6% | +4.2% |
| 3M | +24.9% | +3.9% | +21.0% | +22.7% |
| 6M | +7.8% | +14.5% | -6.8% | -2.7% |
| YTD | -11.4% | +13.0% | -24.4% | -18.5% |
| 1Y | -28.1% | +19.4% | -47.5% | -39.2% |
| All | -28.1% | +19.5% | -47.5% | -39.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling