+58.3%
AFG vs VT
+60.6%
-2.2%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.6% | +0.2% |
| 7D | +3.0% | -0.3% | +3.3% | +3.1% |
| 30D | +11.8% | -1.4% | +13.3% | +12.7% |
| 3M | +10.8% | -1.4% | +12.2% | +11.5% |
| 6M | +19.3% | +5.5% | +13.9% | +14.6% |
| YTD | +17.6% | +12.8% | +4.8% | +7.7% |
| 1Y | +24.0% | +15.4% | +8.6% | +11.6% |
| 3Y | +68.5% | +76.9% | -8.4% | +11.3% |
| 5Y | +58.3% | +60.4% | -2.1% | +13.1% |
| All | +58.3% | +60.6% | -2.2% | +13.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling