-38.2%
APPN vs VOO
+72.6%
-110.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.6% |
| 7D | +5.6% | +2.6% | +3.1% | +1.4% |
| 30D | +41.8% | -2.0% | +43.8% | +44.9% |
| 3M | +47.3% | -2.8% | +50.1% | +52.6% |
| 6M | +191.2% | +2.2% | +189.0% | +176.7% |
| YTD | +53.9% | +11.5% | +42.4% | +25.3% |
| 1Y | +26.6% | +13.5% | +13.1% | -0.2% |
| 3Y | +52.3% | +78.1% | -25.8% | -48.6% |
| All | -38.2% | +72.6% | -110.8% | -76.1% |
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