+373.4%
APLD vs VO
+56.6%
+316.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +2.4% |
| 7D | +4.1% | -0.3% | +4.3% | +5.0% |
| 30D | -11.7% | -0.3% | -11.4% | -10.6% |
| 3M | -40.3% | +2.9% | -43.2% | -44.0% |
| 6M | -8.0% | +9.3% | -17.3% | -24.8% |
| YTD | +7.5% | +14.2% | -6.6% | -20.3% |
| 1Y | +84.0% | +15.3% | +68.8% | +32.4% |
| All | +373.4% | +56.6% | +316.8% | +73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 3y: compounded portfolio wealth divided by compounded VO 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…
3y analysis · Full analysis span regression · 6 months rolling