-30.7%
APLD vs VTV
+23.7%
-54.5%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.2% | -6.0% | -6.4% |
| 7D | +2.7% | +2.9% | -0.2% | -5.7% |
| 30D | -21.4% | +3.8% | -25.2% | -30.3% |
| 3M | -47.8% | +1.6% | -49.4% | -50.2% |
| 6M | -64.9% | +11.2% | -76.1% | -75.7% |
| YTD | -34.9% | +22.0% | -56.9% | -62.9% |
| 1Y | -30.7% | +24.9% | -55.6% | -61.3% |
| All | -30.7% | +23.7% | -54.5% | -61.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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