+941.0%
APPF price history and return analytics
+221.8%
+719.3%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +1.0% |
| 7D | -2.8% | +2.4% | -5.1% | -5.5% |
| 30D | +10.4% | -1.5% | +11.9% | +12.1% |
| 3M | +10.0% | -4.1% | +14.1% | +15.0% |
| 6M | +49.0% | +0.6% | +48.5% | +45.5% |
| YTD | -3.6% | +11.0% | -14.6% | -17.3% |
| 1Y | -9.0% | +13.3% | -22.3% | -24.0% |
| 3Y | +13.1% | +73.4% | -60.3% | -45.5% |
| 5Y | +76.3% | +57.4% | +18.9% | -2.5% |
| All | +941.0% | +221.8% | +719.3% | +176.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling