-62.8%
AFRU vs VT
+19.6%
-82.4%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | 0.0% | -5.5% | -5.4% |
| 7D | -15.4% | +0.4% | -15.8% | -16.5% |
| 30D | -19.4% | +1.0% | -20.4% | -22.1% |
| 3M | -3.5% | +2.4% | -5.8% | -8.6% |
| 6M | +55.7% | +12.0% | +43.7% | +4.8% |
| YTD | -35.6% | +15.3% | -50.9% | -62.5% |
| All | -62.8% | +19.6% | -82.4% | -81.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling