-56.6%
AFCG vs VT
+85.6%
-142.2%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -0.8% | +0.4% | -1.3% | -1.3% |
| 30D | +28.4% | +1.0% | +27.4% | +27.2% |
| 3M | -0.9% | +2.4% | -3.3% | -3.4% |
| 6M | +53.4% | +12.0% | +41.4% | +35.6% |
| YTD | +29.7% | +15.3% | +14.3% | +11.8% |
| 1Y | -16.6% | +22.6% | -39.2% | -32.2% |
| 3Y | -42.4% | +74.7% | -117.1% | -65.8% |
| 5Y | -54.1% | +66.1% | -120.2% | -71.4% |
| All | -56.6% | +85.6% | -142.2% | -75.0% |
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