+74.5%
VTI vs APLD
+185.8%
-111.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +9.7% | -9.3% | -0.1% |
| 7D | -2.6% | -12.7% | +10.1% | -2.1% |
| 30D | -5.0% | -34.7% | +29.7% | -3.3% |
| 3M | -4.3% | -46.1% | +41.8% | -1.9% |
| 6M | +0.6% | -64.9% | +65.4% | +4.5% |
| YTD | +8.9% | -36.6% | +45.5% | +9.4% |
| 1Y | +11.1% | -50.0% | +61.1% | +12.4% |
| 3Y | +74.5% | +190.1% | -115.6% | +56.5% |
| All | +74.5% | +185.8% | -111.3% | +56.5% |
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