+75.4%
APPF vs VT
+59.7%
+15.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.7% | +4.2% | +4.2% |
| 7D | +15.5% | -0.3% | +15.8% | +15.8% |
| 30D | +16.0% | -1.4% | +17.4% | +17.5% |
| 3M | +18.7% | -1.4% | +20.1% | +20.1% |
| 6M | +36.4% | +5.5% | +30.9% | +27.5% |
| YTD | +1.8% | +12.8% | -11.0% | -11.7% |
| 1Y | -9.1% | +15.4% | -24.5% | -23.2% |
| 3Y | +19.6% | +76.9% | -57.3% | -37.5% |
| All | +75.4% | +59.7% | +15.7% | +4.2% |
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