+483.7%
APLD vs VTV
+68.5%
+415.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.8% | +8.2% | +9.4% |
| 7D | +16.6% | +0.3% | +16.2% | +15.5% |
| 30D | -3.1% | +0.1% | -3.3% | -3.7% |
| 3M | -30.9% | +6.2% | -37.1% | -40.8% |
| 6M | +12.6% | +13.5% | -0.9% | -16.7% |
| YTD | +15.5% | +18.9% | -3.4% | -22.8% |
| 1Y | +103.5% | +25.8% | +77.7% | +16.7% |
| 3Y | +446.5% | +68.7% | +377.8% | +54.4% |
| All | +483.7% | +68.5% | +415.2% | +68.1% |
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