+1,618.0%
VSH vs AFL
+18,542.8%
-16,924.8%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.3% |
| 7D | +6.2% | -0.7% | +7.0% | +6.5% |
| 30D | -11.1% | -7.1% | -4.0% | -8.5% |
| 3M | -44.9% | +0.4% | -45.3% | -45.5% |
| 6M | +90.0% | +4.5% | +85.4% | +84.3% |
| YTD | +118.8% | +6.1% | +112.7% | +110.9% |
| 1Y | +109.0% | +10.6% | +98.4% | +97.3% |
| 3Y | +35.6% | +64.0% | -28.4% | +7.3% |
| 5Y | +66.7% | +133.7% | -67.0% | +13.4% |
| 10Y | +167.9% | +298.0% | -130.1% | +47.5% |
| All | +1,618.0% | +18,542.8% | -16,924.8% | +214.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded AFL 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling