+103.5%
APLD vs VIG
+14.9%
+88.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.8% | +8.1% | +10.1% |
| 7D | +16.6% | -0.4% | +17.0% | +17.9% |
| 30D | -3.1% | -2.1% | -1.0% | +3.8% |
| 3M | -30.9% | +3.3% | -34.2% | -39.3% |
| 6M | +12.6% | +9.3% | +3.3% | -18.8% |
| YTD | +15.5% | +10.1% | +5.3% | -15.4% |
| 1Y | +103.5% | +14.7% | +88.8% | +37.1% |
| All | +103.5% | +14.9% | +88.7% | +37.1% |
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