-36.6%
AFYA vs VT
+143.3%
-180.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.2% |
| 7D | -2.0% | +1.0% | -3.0% | -3.0% |
| 30D | +2.8% | -0.2% | +3.0% | +3.0% |
| 3M | -1.0% | +4.5% | -5.6% | -6.0% |
| 6M | +7.7% | +14.1% | -6.4% | -7.2% |
| YTD | -3.2% | +14.8% | -17.9% | -17.0% |
| 1Y | -4.4% | +21.2% | -25.6% | -22.8% |
| 3Y | -5.6% | +76.6% | -82.2% | -50.0% |
| 5Y | -31.3% | +66.6% | -97.9% | -61.0% |
| All | -36.6% | +143.3% | -180.0% | -79.0% |
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