-57.4%
AFCG vs VT
+84.7%
-142.0%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.2% |
| 7D | +0.6% | +1.0% | -0.4% | -0.4% |
| 30D | +26.3% | -0.2% | +26.5% | +26.6% |
| 3M | +1.9% | +4.5% | -2.7% | -2.8% |
| 6M | +38.7% | +14.1% | +24.6% | +20.4% |
| YTD | +27.5% | +14.8% | +12.7% | +10.5% |
| 1Y | -17.1% | +21.2% | -38.3% | -31.9% |
| 3Y | -43.2% | +76.6% | -119.7% | -66.4% |
| 5Y | -54.0% | +66.6% | -120.6% | -71.4% |
| All | -57.4% | +84.7% | -142.0% | -75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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