+84.0%
APLD vs VIG
+16.9%
+67.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.2% | +3.4% |
| 7D | +4.1% | -0.4% | +4.5% | +5.7% |
| 30D | -11.7% | -1.0% | -10.8% | -9.0% |
| 3M | -40.3% | +2.8% | -43.0% | -45.9% |
| 6M | -8.0% | +8.2% | -16.2% | -31.4% |
| YTD | +7.5% | +11.0% | -3.5% | -23.1% |
| 1Y | +84.0% | +16.1% | +67.9% | +17.8% |
| All | +84.0% | +16.9% | +67.2% | +17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling