+152.7%
AFL vs VT
+59.8%
+92.9%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.8% | -0.2% |
| 7D | +1.4% | -0.7% | +2.1% | +1.7% |
| 30D | +9.7% | -1.7% | +11.4% | +10.5% |
| 3M | +5.5% | -2.3% | +7.8% | +6.5% |
| 6M | +11.2% | +1.5% | +9.7% | +9.4% |
| YTD | +17.1% | +12.0% | +5.0% | +8.1% |
| 1Y | +14.0% | +12.9% | +1.2% | +4.7% |
| 3Y | +66.3% | +74.9% | -8.7% | +11.8% |
| 5Y | +152.7% | +59.9% | +92.8% | +82.0% |
| All | +152.7% | +59.8% | +92.9% | +82.0% |
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