-56.9%
AFCG price history and return analytics
+83.5%
-140.4%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.9% | +3.8% | +3.8% |
| 7D | -0.6% | -1.1% | +0.5% | +0.6% |
| 30D | +25.9% | -1.0% | +26.9% | +27.2% |
| 3M | +5.3% | +3.2% | +2.1% | +1.9% |
| 6M | +39.7% | +12.5% | +27.3% | +23.2% |
| YTD | +29.0% | +14.1% | +14.9% | +12.5% |
| 1Y | -16.3% | +18.9% | -35.3% | -29.9% |
| 3Y | -43.1% | +74.1% | -117.2% | -65.9% |
| 5Y | -53.4% | +66.9% | -120.3% | -71.0% |
| All | -56.9% | +83.5% | -140.4% | -74.8% |
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