+57.7%
VZ vs APO
+51.3%
+6.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.5% |
| 7D | +2.4% | +8.1% | -5.7% | +2.5% |
| 30D | +11.2% | +3.4% | +7.7% | +11.2% |
| 3M | 0.0% | -6.6% | +6.6% | 0.0% |
| 6M | +1.3% | -7.1% | +8.4% | +1.2% |
| YTD | +21.3% | -14.1% | +35.4% | +21.2% |
| 1Y | +23.9% | -4.7% | +28.6% | +24.0% |
| 3Y | +57.7% | +51.3% | +6.4% | +58.8% |
| All | +57.7% | +51.3% | +6.4% | +58.8% |
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