-61.0%
AFCG vs VT
+74.6%
-135.5%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.2% | +5.8% | +5.8% |
| 7D | +5.3% | -2.3% | +7.6% | +8.0% |
| 30D | -0.2% | -5.0% | +4.8% | +5.2% |
| 3M | +16.5% | -4.9% | +21.3% | +22.6% |
| 6M | +17.9% | -1.5% | +19.4% | +19.4% |
| YTD | +16.8% | +8.5% | +8.3% | +7.2% |
| 1Y | +8.0% | +11.4% | -3.3% | -3.3% |
| 3Y | -39.5% | +70.1% | -109.5% | -62.7% |
| 5Y | -63.4% | +53.7% | -117.1% | -75.3% |
| All | -61.0% | +74.6% | -135.5% | -76.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling