+16.0%
APPF price history and return analytics
+69.7%
-53.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.2% |
| 7D | +8.2% | -2.3% | +10.5% | +10.1% |
| 30D | +17.1% | -5.0% | +22.1% | +21.7% |
| 3M | +18.9% | -4.9% | +23.7% | +23.3% |
| 6M | +38.0% | -1.5% | +39.6% | +38.1% |
| YTD | -0.8% | +8.5% | -9.3% | -10.1% |
| 1Y | -7.8% | +11.4% | -19.2% | -18.7% |
| 3Y | +16.0% | +70.1% | -54.1% | -39.4% |
| All | +16.0% | +69.7% | -53.7% | -39.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling