+76.6%
APPF vs VOO
+82.6%
-6.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.4% | -3.8% | -3.8% |
| 7D | -8.6% | +0.1% | -8.7% | -8.7% |
| 30D | +11.0% | +0.1% | +11.0% | +11.0% |
| 3M | +30.9% | +2.0% | +28.9% | +27.8% |
| 6M | +13.8% | +13.0% | +0.8% | -0.4% |
| YTD | -7.9% | +13.6% | -21.5% | -19.7% |
| 1Y | -23.3% | +20.1% | -43.3% | -36.9% |
| 3Y | +10.6% | +77.6% | -67.0% | -41.0% |
| All | +76.6% | +82.6% | -6.0% | -8.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling