+431.5%
APLD vs VTRS
+85.6%
+345.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.7% | -4.3% | -4.6% |
| 7D | -0.5% | -3.3% | +2.8% | +1.1% |
| 30D | -13.2% | +1.4% | -14.5% | -13.8% |
| 3M | -33.8% | +4.6% | -38.4% | -36.0% |
| 6M | -5.9% | +18.1% | -24.0% | -14.7% |
| YTD | +5.1% | +34.7% | -29.5% | -10.9% |
| 1Y | +51.8% | +65.6% | -13.8% | +14.1% |
| 3Y | +397.7% | +83.8% | +313.9% | +210.3% |
| All | +431.5% | +85.6% | +345.9% | +330.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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