+1,040.9%
APPF price history and return analytics
+217.6%
+823.3%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.5% |
| 7D | +0.5% | -0.1% | +0.6% | +0.5% |
| 30D | +11.2% | -3.1% | +14.2% | +15.0% |
| 3M | +12.6% | -3.5% | +16.1% | +16.9% |
| 6M | +34.9% | +0.5% | +34.5% | +31.9% |
| YTD | -3.4% | +10.8% | -14.2% | -16.9% |
| 1Y | -11.8% | +11.9% | -23.7% | -25.2% |
| 3Y | +13.0% | +73.0% | -59.9% | -45.3% |
| 5Y | +68.2% | +58.6% | +9.6% | -7.9% |
| 10Y | +1,040.9% | +219.2% | +821.7% | +246.4% |
| All | +1,040.9% | +217.6% | +823.3% | +246.4% |
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