+155.6%
APPN vs VOO
+271.5%
-115.8%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.4% | -5.6% | -5.5% |
| 7D | -9.7% | +0.1% | -9.8% | -9.8% |
| 30D | +28.1% | +0.1% | +28.0% | +28.3% |
| 3M | +56.2% | +2.0% | +54.2% | +51.1% |
| 6M | +43.1% | +13.0% | +30.0% | +19.0% |
| YTD | +8.3% | +13.6% | -5.3% | -10.5% |
| 1Y | +28.2% | +20.1% | +8.2% | -2.5% |
| 3Y | -22.6% | +77.6% | -100.1% | -66.1% |
| 5Y | -66.3% | +82.4% | -148.7% | -84.8% |
| All | +155.6% | +271.5% | -115.8% | -52.5% |
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