+79.5%
VTI vs APLD
+502.3%
-422.8%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +7.4% | -7.9% | -0.9% |
| 7D | +0.6% | +16.6% | -15.9% | 0.0% |
| 30D | -1.1% | -3.1% | +2.0% | -1.0% |
| 3M | +3.9% | -30.9% | +34.8% | +5.2% |
| 6M | +14.6% | +12.6% | +2.0% | +13.1% |
| YTD | +13.3% | +15.5% | -2.2% | +11.1% |
| 1Y | +19.2% | +103.5% | -84.4% | +13.4% |
| 3Y | +77.4% | +446.5% | -369.1% | +53.2% |
| All | +79.5% | +502.3% | -422.8% | +46.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling