+146.2%
VXUS vs AFL
+339.8%
-193.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.3% |
| 7D | +2.1% | +2.9% | -0.7% | +1.1% |
| 30D | -1.1% | +8.0% | -9.1% | -3.9% |
| 3M | -5.6% | +5.9% | -11.5% | -7.7% |
| 6M | -2.3% | +11.6% | -13.9% | -6.6% |
| YTD | +10.4% | +17.5% | -7.2% | +3.1% |
| 1Y | +13.1% | +13.3% | -0.2% | +7.1% |
| 3Y | +68.0% | +67.0% | +1.0% | +34.5% |
| 5Y | +45.8% | +150.6% | -104.8% | -2.1% |
| All | +146.2% | +339.8% | -193.6% | +34.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling