+203.4%
APLD vs VLTO
+54.7%
+148.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.6% | -7.3% | -6.9% |
| 7D | -18.5% | +13.8% | -32.4% | -21.6% |
| 30D | -32.8% | +21.2% | -53.9% | -36.8% |
| 3M | -46.9% | +21.5% | -68.4% | -50.2% |
| 6M | -53.4% | +33.0% | -86.4% | -58.8% |
| YTD | -32.3% | +17.8% | -50.0% | -35.8% |
| 1Y | -46.5% | +18.1% | -64.6% | -49.7% |
| 3Y | +204.2% | +67.6% | +136.6% | +126.5% |
| All | +203.4% | +54.7% | +148.6% | +148.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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