+331.1%
AFG price history and return analytics
+217.6%
+113.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.3% | +2.3% |
| 7D | +5.1% | -0.1% | +5.3% | +5.0% |
| 30D | +14.8% | -3.1% | +17.8% | +18.0% |
| 3M | +12.5% | -3.5% | +16.0% | +16.0% |
| 6M | +24.1% | +0.5% | +23.6% | +21.5% |
| YTD | +22.2% | +10.8% | +11.5% | +6.9% |
| 1Y | +19.1% | +11.9% | +7.2% | +2.9% |
| 3Y | +74.9% | +73.0% | +2.0% | -9.7% |
| 5Y | +60.9% | +58.6% | +2.3% | -8.9% |
| 10Y | +331.1% | +219.2% | +112.0% | +15.3% |
| All | +331.1% | +217.6% | +113.5% | +15.3% |
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