-35.0%
AFYA vs VT
+73.6%
-108.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.9% | -0.9% |
| 7D | -2.6% | -1.6% | -1.0% | -1.6% |
| 30D | -13.7% | -2.5% | -11.2% | -12.4% |
| 3M | -25.7% | -1.3% | -24.4% | -25.2% |
| 6M | -24.0% | +3.1% | -27.1% | -26.4% |
| YTD | -28.5% | +10.9% | -39.4% | -34.5% |
| 1Y | -22.0% | +12.1% | -34.1% | -29.3% |
| All | -35.0% | +73.6% | -108.6% | -60.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling