-50.0%
APLD vs VUG
+0.3%
-50.3%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +0.9% | +8.8% | +6.9% |
| 7D | -12.7% | -3.4% | -9.3% | -2.0% |
| 30D | -34.7% | -11.1% | -23.6% | -2.8% |
| 3M | -46.1% | -7.2% | -38.9% | -29.6% |
| 6M | -64.9% | -4.1% | -60.7% | -57.7% |
| YTD | -36.6% | +1.4% | -38.0% | -35.2% |
| 1Y | -50.0% | +1.9% | -51.9% | -49.3% |
| All | -50.0% | +0.3% | -50.3% | -49.3% |
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