+188.2%
VZ vs APO
+1,753.5%
-1,565.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.8% |
| 7D | +0.1% | -1.0% | +1.1% | +0.2% |
| 30D | +7.9% | +3.5% | +4.4% | +7.5% |
| 3M | +13.6% | +4.5% | +9.1% | +13.0% |
| 6M | +1.1% | +22.8% | -21.7% | -1.4% |
| YTD | +29.3% | -6.5% | +35.8% | +29.5% |
| 1Y | +21.2% | +0.8% | +20.4% | +20.2% |
| 3Y | +75.9% | +62.0% | +13.9% | +61.1% |
| 5Y | +24.1% | +138.2% | -114.2% | +6.0% |
| 10Y | +62.4% | +940.3% | -877.9% | +10.5% |
| All | +188.2% | +1,753.5% | -1,565.3% | +79.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling