+295.8%
AFL vs VTEB
+17.9%
+278.0%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.4% | +0.3% |
| 7D | -1.6% | -0.9% | -0.7% | -0.5% |
| 30D | -4.0% | -2.5% | -1.5% | -1.0% |
| 3M | -0.5% | -3.0% | +2.5% | +3.2% |
| 6M | +6.5% | -2.1% | +8.6% | +9.3% |
| YTD | +6.2% | -1.5% | +7.7% | +8.0% |
| 1Y | +8.3% | +0.2% | +8.1% | +7.8% |
| 3Y | +62.5% | +8.6% | +54.0% | +44.2% |
| 5Y | +136.2% | +1.2% | +135.0% | +133.1% |
| All | +295.8% | +17.9% | +278.0% | +304.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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