+1,529.9%
APPF vs VOO
+333.6%
+1,196.3%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.3% | -2.9% | -3.2% |
| 7D | +2.1% | +0.1% | +2.0% | +1.8% |
| 30D | +13.5% | -3.3% | +16.8% | +17.5% |
| 3M | +15.5% | -2.4% | +17.9% | +18.2% |
| 6M | +37.8% | +2.6% | +35.2% | +32.2% |
| YTD | -1.4% | +11.3% | -12.6% | -14.1% |
| 1Y | -8.9% | +13.4% | -22.3% | -22.5% |
| 3Y | +15.4% | +80.3% | -64.9% | -44.0% |
| 5Y | +73.6% | +72.7% | +0.9% | -10.9% |
| 10Y | +1,092.2% | +310.0% | +782.1% | +127.3% |
| All | +1,529.9% | +333.6% | +1,196.3% | +210.2% |
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 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