+22.3%
VZ vs APO
+81.1%
-58.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.5% | +0.6% |
| 7D | +0.9% | +0.2% | +0.8% | +0.9% |
| 30D | +8.9% | +3.1% | +5.8% | +8.7% |
| 3M | +0.1% | -12.0% | +12.1% | +0.7% |
| 6M | +1.9% | -5.0% | +6.9% | +2.0% |
| YTD | +22.0% | -14.0% | +36.0% | +22.8% |
| 1Y | +22.1% | -5.9% | +28.1% | +22.1% |
| 3Y | +58.7% | +51.6% | +7.1% | +47.5% |
| 5Y | +22.3% | +80.8% | -58.5% | +7.0% |
| All | +22.3% | +81.1% | -58.7% | +7.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling