-7.7%
AFGC vs VT
+114.0%
-121.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.3% | -0.3% |
| 7D | -1.3% | -1.6% | +0.3% | -0.4% |
| 30D | -8.5% | -2.5% | -6.0% | -7.2% |
| 3M | -3.7% | -1.3% | -2.4% | -3.1% |
| 6M | -6.3% | +3.1% | -9.4% | -8.1% |
| YTD | -5.9% | +10.9% | -16.8% | -11.6% |
| 1Y | -9.0% | +12.1% | -21.0% | -15.0% |
| 3Y | -4.0% | +73.9% | -77.9% | -31.4% |
| 5Y | -15.9% | +58.0% | -73.9% | -36.4% |
| All | -7.7% | +114.0% | -121.7% | -52.9% |
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