+249.5%
APLD vs VTV
+72.6%
+176.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.4% | -4.9% | -4.2% |
| 7D | +19.6% | +2.3% | +17.3% | +13.2% |
| 30D | -24.5% | +3.8% | -28.3% | -31.3% |
| 3M | -45.6% | +1.7% | -47.3% | -47.8% |
| 6M | -61.4% | +10.9% | -72.3% | -70.2% |
| YTD | -30.9% | +21.7% | -52.6% | -56.4% |
| 1Y | -35.8% | +23.4% | -59.2% | -60.9% |
| 3Y | +261.4% | +78.0% | +183.4% | -11.3% |
| All | +249.5% | +72.6% | +176.9% | -5.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling