+242.5%
APLD vs VCIT
+14.6%
+227.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.6% | -7.3% | -8.4% |
| 7D | -18.5% | +0.4% | -19.0% | -19.6% |
| 30D | -32.8% | +2.2% | -34.9% | -36.9% |
| 3M | -46.9% | -1.8% | -45.0% | -44.1% |
| 6M | -53.4% | -1.6% | -51.7% | -50.7% |
| YTD | -32.3% | -1.7% | -30.5% | -27.8% |
| 1Y | -46.5% | -0.8% | -45.7% | -44.4% |
| 3Y | +204.2% | +19.3% | +184.9% | +100.7% |
| All | +242.5% | +14.6% | +227.9% | +175.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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