+56.7%
AFOS vs VT
+21.7%
+35.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -4.1% | -1.9% | -0.3% |
| 7D | -9.7% | -4.2% | -5.5% | -4.2% |
| 30D | -14.4% | -5.8% | -8.6% | -6.8% |
| 3M | -12.7% | -5.2% | -7.5% | -5.8% |
| 6M | -6.6% | +0.1% | -6.8% | -6.3% |
| YTD | +15.1% | +8.2% | +6.9% | +4.5% |
| 1Y | +21.9% | +10.1% | +11.8% | +8.2% |
| All | +56.7% | +21.7% | +35.0% | +25.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling