+135.3%
AFLG vs VT
+127.1%
+8.3%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.2% |
| 7D | -0.9% | -0.1% | -0.8% | -0.8% |
| 30D | -3.6% | -3.1% | -0.5% | -0.8% |
| 3M | -3.3% | -3.5% | +0.2% | -0.1% |
| 6M | +1.5% | +0.5% | +1.0% | +0.8% |
| YTD | +11.9% | +10.8% | +1.2% | +1.3% |
| 1Y | +12.3% | +11.9% | +0.4% | +0.7% |
| 3Y | +75.7% | +73.0% | +2.8% | +4.7% |
| 5Y | +69.6% | +58.6% | +11.0% | +9.3% |
| All | +135.3% | +127.1% | +8.3% | +10.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling