+243.9%
APLD vs VTV
+71.6%
+172.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -35.1% |
| 3M | -42.6% | +1.7% | -44.3% | -45.0% |
| 6M | -59.6% | +11.0% | -70.6% | -68.9% |
| YTD | -32.0% | +21.0% | -53.0% | -56.5% |
| 1Y | -46.9% | +24.3% | -71.2% | -68.4% |
| 3Y | +255.7% | +76.9% | +178.7% | -11.5% |
| All | +243.9% | +71.6% | +172.3% | -5.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling