+19.6%
AFB price history and return analytics
+223.7%
-204.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | -0.1% |
| 7D | +1.7% | +0.4% | +1.3% | +1.6% |
| 30D | +11.8% | -2.6% | +14.4% | +12.4% |
| 3M | -3.1% | -3.2% | +0.2% | -2.4% |
| 6M | -3.4% | +0.9% | -4.4% | -3.7% |
| YTD | +2.4% | +11.3% | -8.9% | 0.0% |
| 1Y | +2.8% | +14.0% | -11.2% | -0.1% |
| 3Y | +24.3% | +75.8% | -51.5% | +9.7% |
| 5Y | -12.3% | +57.8% | -70.2% | -21.3% |
| 10Y | +19.6% | +219.8% | -200.2% | -13.9% |
| All | +19.6% | +223.7% | -204.1% | -13.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling