+10.6%
AFGD vs VT
+132.8%
-122.1%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -2.9% | -1.6% | -1.3% | -2.4% |
| 30D | -8.4% | -2.5% | -5.9% | -7.6% |
| 3M | +4.9% | -1.3% | +6.2% | +5.3% |
| 6M | +2.8% | +3.1% | -0.3% | +1.7% |
| YTD | +2.9% | +10.9% | -8.0% | -0.8% |
| 1Y | -3.2% | +12.1% | -15.2% | -7.0% |
| 3Y | +6.9% | +73.9% | -67.0% | -12.2% |
| 5Y | -5.5% | +58.0% | -63.5% | -21.9% |
| All | +10.6% | +132.8% | -122.1% | -16.1% |
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 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