+13.3%
AFGD vs VT
+136.7%
-123.4%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.7% | +1.9% |
| 7D | +1.0% | -0.3% | +1.3% | +1.1% |
| 30D | -6.9% | -1.4% | -5.5% | -6.5% |
| 3M | +7.7% | -1.4% | +9.1% | +8.2% |
| 6M | +5.4% | +5.5% | -0.1% | +3.4% |
| YTD | +5.4% | +12.8% | -7.4% | +1.0% |
| 1Y | +1.3% | +15.4% | -14.1% | -3.7% |
| 3Y | +9.5% | +76.9% | -67.4% | -10.6% |
| 5Y | -3.4% | +60.4% | -63.8% | -20.6% |
| All | +13.3% | +136.7% | -123.4% | -14.5% |
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