+13.5%
VT vs AFL
+17.4%
-3.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.5% | 0.0% |
| 7D | -1.6% | +1.7% | -3.3% | -1.4% |
| 30D | -2.5% | +11.2% | -13.7% | -1.2% |
| 3M | -1.3% | -1.6% | +0.3% | -1.5% |
| 6M | +3.1% | +11.0% | -7.9% | +3.6% |
| YTD | +10.9% | +14.2% | -3.3% | +10.8% |
| All | +13.5% | +17.4% | -3.9% | +13.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling