+73.3%
VZ vs APO
+821.0%
-747.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | 0.0% |
| 7D | +0.9% | +3.5% | -2.5% | +0.6% |
| 30D | +6.9% | +4.4% | +2.6% | +6.4% |
| 3M | +0.6% | -12.1% | +12.7% | +1.7% |
| 6M | +0.3% | -7.2% | +7.6% | +0.7% |
| YTD | +21.9% | -15.1% | +37.0% | +23.1% |
| 1Y | +21.7% | -7.7% | +29.3% | +21.8% |
| 3Y | +58.5% | +49.6% | +8.9% | +46.5% |
| 5Y | +22.4% | +78.3% | -55.8% | +8.5% |
| All | +73.3% | +821.0% | -747.7% | +32.3% |
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