+1,421.9%
APPF vs VOO
+342.6%
+1,079.3%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.4% | -3.8% | -3.7% |
| 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% | +27.2% |
| 6M | +13.8% | +13.0% | +0.8% | -2.3% |
| YTD | -7.9% | +13.6% | -21.5% | -21.3% |
| 1Y | -23.3% | +20.1% | -43.3% | -38.6% |
| 3Y | +10.6% | +77.6% | -67.0% | -45.0% |
| 5Y | +73.4% | +82.4% | -9.1% | -16.2% |
| 10Y | +1,061.4% | +316.8% | +744.6% | +118.4% |
| All | +1,421.9% | +342.6% | +1,079.3% | +184.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling