+84.0%
APLD vs VSH
+118.1%
-34.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.4% | -2.7% | -0.9% |
| 7D | +4.1% | +4.1% | 0.0% | +1.6% |
| 30D | -11.7% | -4.2% | -7.6% | -9.6% |
| 3M | -40.3% | -50.0% | +9.7% | -14.0% |
| 6M | -8.0% | +80.2% | -88.1% | -40.0% |
| YTD | +7.5% | +121.1% | -113.5% | -37.5% |
| 1Y | +84.0% | +112.0% | -28.0% | +14.7% |
| All | +84.0% | +118.1% | -34.1% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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