+295.8%
AFL vs VEU
+155.0%
+140.9%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | -0.2% |
| 7D | -1.6% | -1.4% | -0.2% | -0.5% |
| 30D | -4.0% | -0.4% | -3.6% | -3.8% |
| 3M | -0.5% | +2.5% | -3.0% | -3.2% |
| 6M | +6.5% | +11.1% | -4.6% | -4.7% |
| YTD | +6.2% | +16.5% | -10.3% | -9.4% |
| 1Y | +8.3% | +22.9% | -14.6% | -12.4% |
| 3Y | +62.5% | +73.4% | -10.9% | -7.2% |
| 5Y | +136.2% | +56.1% | +80.1% | +49.5% |
| All | +295.8% | +155.0% | +140.9% | +56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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