+8.3%
AFL vs VTEB
+0.4%
+7.9%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.4% | +0.8% |
| 7D | -1.6% | -0.9% | -0.7% | -1.9% |
| 30D | -4.0% | -2.5% | -1.5% | -4.7% |
| 3M | -0.5% | -3.0% | +2.5% | -1.2% |
| 6M | +6.5% | -2.1% | +8.6% | +5.2% |
| YTD | +6.2% | -1.5% | +7.7% | +7.0% |
| 1Y | +8.3% | +0.2% | +8.1% | +15.9% |
| All | +8.3% | +0.4% | +7.9% | +15.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling