+73.8%
AFL vs VLTO
+54.8%
+19.0%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.2% | -1.9% |
| 7D | +0.1% | +5.4% | -5.3% | -1.3% |
| 30D | +10.0% | +22.3% | -12.3% | +4.0% |
| 3M | -1.6% | +19.6% | -21.2% | -6.4% |
| 6M | +10.5% | +35.2% | -24.6% | +1.4% |
| YTD | +14.3% | +17.9% | -3.6% | +8.7% |
| 1Y | +11.4% | +19.5% | -8.1% | +5.4% |
| 3Y | +62.4% | +73.9% | -11.5% | +42.7% |
| All | +73.8% | +54.8% | +19.0% | +55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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