+255.7%
APLD vs VTV
+78.0%
+177.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.4% | -0.6% |
| 7D | -6.3% | 0.0% | -6.4% | -5.9% |
| 30D | -29.6% | +3.2% | -32.8% | -35.0% |
| 3M | -42.6% | +1.7% | -44.3% | -44.9% |
| 6M | -59.6% | +11.0% | -70.6% | -68.7% |
| YTD | -32.0% | +21.0% | -53.0% | -55.7% |
| 1Y | -46.9% | +24.3% | -71.2% | -67.6% |
| 3Y | +255.7% | +76.9% | +178.7% | -27.0% |
| All | +255.7% | +78.0% | +177.7% | -27.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling