+72.2%
APPF vs VOO
+67.9%
+4.3%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.4% |
| 7D | +8.2% | -2.7% | +10.9% | +11.0% |
| 30D | +17.1% | -5.4% | +22.5% | +23.3% |
| 3M | +18.9% | -4.1% | +22.9% | +23.4% |
| 6M | +38.0% | +0.7% | +37.3% | +35.6% |
| YTD | -0.8% | +8.7% | -9.5% | -9.9% |
| 1Y | -7.8% | +11.0% | -18.8% | -18.1% |
| 3Y | +16.0% | +75.5% | -59.4% | -37.4% |
| All | +72.2% | +67.9% | +4.3% | -2.1% |
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