+78.1%
VOO vs APLD
+243.4%
-165.4%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.8% | +5.4% | -0.1% |
| 7D | +2.6% | +2.7% | -0.1% | +2.4% |
| 30D | -2.0% | -21.4% | +19.4% | -1.2% |
| 3M | -2.8% | -47.8% | +45.1% | -0.3% |
| 6M | +2.2% | -64.9% | +67.1% | +6.0% |
| YTD | +11.5% | -34.9% | +46.4% | +11.9% |
| 1Y | +13.5% | -30.7% | +44.2% | +13.3% |
| 3Y | +78.1% | +305.3% | -227.2% | +59.4% |
| All | +78.1% | +243.4% | -165.4% | +59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APLD.
Daily Out/Under-Performance
Portfolio return minus APLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APLD 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 3y: compounded portfolio wealth divided by compounded APLD 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…
3y analysis · Full analysis span regression · 6 months rolling