+293.1%
AFL vs VO
+197.9%
+95.1%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.6% |
| 7D | -3.3% | -2.5% | -0.8% | -1.2% |
| 30D | -5.0% | -3.2% | -1.7% | -2.3% |
| 3M | -1.8% | +3.9% | -5.7% | -5.2% |
| 6M | +4.8% | +9.6% | -4.8% | -3.9% |
| YTD | +5.4% | +11.6% | -6.2% | -5.1% |
| 1Y | +9.0% | +12.6% | -3.6% | -3.0% |
| 3Y | +63.0% | +55.4% | +7.7% | +6.5% |
| 5Y | +134.5% | +41.8% | +92.7% | +63.9% |
| All | +293.1% | +197.9% | +95.1% | +37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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