+244.7%
APLD vs VTR
+69.9%
+174.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.8% | +6.7% | +7.1% |
| 7D | +3.1% | +3.2% | -0.1% | +1.4% |
| 30D | -29.4% | +9.1% | -38.5% | -33.4% |
| 3M | -42.8% | -3.6% | -39.2% | -42.2% |
| 6M | -59.5% | +3.8% | -63.2% | -62.3% |
| YTD | -31.8% | +17.8% | -49.6% | -42.5% |
| 1Y | -46.0% | +20.5% | -66.6% | -55.5% |
| 3Y | +252.0% | +132.4% | +119.6% | +48.8% |
| All | +244.7% | +69.9% | +174.8% | +177.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 5y: compounded portfolio wealth divided by compounded VTR 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…
5y analysis · Full analysis span regression · 6 months rolling