+1,421.9%
APPF price history and return analytics
+224.5%
+1,197.3%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.1% | -4.1% |
| 7D | -8.6% | +0.4% | -9.1% | -9.1% |
| 30D | +11.0% | +1.0% | +10.1% | +9.8% |
| 3M | +30.9% | +2.4% | +28.6% | +26.1% |
| 6M | +13.8% | +12.0% | +1.8% | -2.3% |
| YTD | -7.9% | +15.3% | -23.2% | -23.7% |
| 1Y | -23.3% | +22.6% | -45.8% | -41.0% |
| 3Y | +10.6% | +74.7% | -64.1% | -45.3% |
| 5Y | +73.4% | +66.1% | +7.2% | -7.8% |
| 10Y | +1,061.4% | +225.0% | +836.4% | +186.1% |
| All | +1,421.9% | +224.5% | +1,197.3% | +290.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling