+20.2%
AFJK vs VT
+55.2%
-35.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | 0.0% | -2.3% | +2.3% | -0.2% |
| 30D | +0.7% | -5.0% | +5.6% | +0.2% |
| 3M | +2.1% | -4.9% | +7.0% | +1.7% |
| 6M | -73.1% | -1.5% | -71.6% | -73.0% |
| YTD | -80.9% | +8.5% | -89.4% | -80.6% |
| 1Y | -44.0% | +11.4% | -55.4% | -42.4% |
| All | +20.2% | +55.2% | -35.0% | +23.2% |
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