+194.3%
APLD vs VG
-39.3%
+233.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.9% |
| 7D | +4.1% | +1.7% | +2.4% | +3.6% |
| 30D | -11.7% | +16.0% | -27.7% | -14.6% |
| 3M | -40.3% | +9.7% | -50.0% | -42.3% |
| 6M | -8.0% | +29.6% | -37.5% | -21.0% |
| YTD | +7.5% | +112.0% | -104.5% | -25.2% |
| 1Y | +84.0% | +12.8% | +71.2% | +56.6% |
| All | +194.3% | -39.3% | +233.6% | +305.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 5y: compounded portfolio wealth divided by compounded VG 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…
5y analysis · Full analysis span regression · 6 months rolling