+76.6%
APPF vs VT
+66.2%
+10.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.1% | -4.1% |
| 7D | -8.6% | +0.4% | -9.1% | -9.0% |
| 30D | +11.0% | +1.0% | +10.1% | +10.0% |
| 3M | +30.9% | +2.4% | +28.6% | +27.0% |
| 6M | +13.8% | +12.0% | +1.8% | -0.2% |
| YTD | -7.9% | +15.3% | -23.2% | -21.8% |
| 1Y | -23.3% | +22.6% | -45.8% | -39.1% |
| 3Y | +10.6% | +74.7% | -64.1% | -41.5% |
| All | +76.6% | +66.2% | +10.4% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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