+26.0%
AFRI vs VT
+82.6%
-56.6%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.7% | +1.9% | +3.0% |
| 7D | +1.7% | -0.3% | +2.0% | +1.8% |
| 30D | +14.0% | -1.4% | +15.5% | +14.6% |
| 3M | +22.1% | -1.4% | +23.5% | +22.8% |
| 6M | +29.1% | +5.5% | +23.7% | +26.7% |
| YTD | +16.5% | +12.8% | +3.7% | +11.6% |
| 1Y | +34.0% | +15.4% | +18.6% | +27.2% |
| 3Y | +16.2% | +76.9% | -60.7% | -1.5% |
| 5Y | +27.6% | +60.4% | -32.8% | +6.6% |
| All | +26.0% | +82.6% | -56.6% | +4.2% |
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