+55.9%
VZ vs APO
+43.9%
+12.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.9% |
| 7D | +2.1% | +0.8% | +1.4% | +2.2% |
| 30D | +1.4% | +1.0% | +0.3% | +1.4% |
| 3M | -1.3% | -8.4% | +7.1% | -1.3% |
| 6M | -0.5% | -9.1% | +8.6% | -0.6% |
| YTD | +19.6% | -18.3% | +38.0% | +19.6% |
| 1Y | +22.4% | -8.0% | +30.4% | +22.4% |
| 3Y | +55.9% | +47.1% | +8.8% | +55.0% |
| All | +55.9% | +43.9% | +12.0% | +55.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling