-46.8%
APLD vs VUG
+3.5%
-50.3%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.8% | +4.7% | -1.3% |
| 7D | +3.1% | +0.5% | +2.6% | +2.0% |
| 30D | -29.4% | -8.2% | -21.2% | -4.4% |
| 3M | -42.8% | -5.4% | -37.3% | -29.4% |
| 6M | -59.5% | -2.5% | -56.9% | -53.5% |
| YTD | -31.8% | +4.2% | -36.0% | -35.3% |
| All | -46.8% | +3.5% | -50.3% | -46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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