+72.6%
VZ vs APO
+837.1%
-764.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.2% | -0.6% |
| 7D | +1.5% | +5.8% | -4.3% | +0.9% |
| 30D | +4.4% | +8.9% | -4.5% | +3.5% |
| 3M | -2.4% | -13.6% | +11.3% | -1.2% |
| 6M | +1.4% | -5.4% | +6.8% | +1.7% |
| YTD | +21.4% | -13.6% | +35.0% | +22.4% |
| 1Y | +20.3% | -2.5% | +22.8% | +19.7% |
| 3Y | +57.4% | +50.9% | +6.5% | +45.4% |
| 5Y | +21.9% | +81.4% | -59.4% | +7.9% |
| All | +72.6% | +837.1% | -764.5% | +31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 10y: compounded portfolio wealth divided by compounded APO 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…
10y analysis · Full analysis span regression · 6 months rolling