+32.9%
AFGB price history and return analytics
+195.6%
-162.8%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | 0.0% | -0.6% |
| 7D | +2.1% | -2.0% | +4.1% | +2.7% |
| 30D | +1.6% | -1.4% | +3.1% | +2.0% |
| 3M | +3.6% | +4.7% | -1.1% | +2.3% |
| 6M | +0.4% | +11.4% | -10.9% | -2.7% |
| YTD | +1.2% | +13.1% | -11.8% | -2.3% |
| 1Y | -2.1% | +19.0% | -21.1% | -7.0% |
| 3Y | +8.1% | +73.9% | -65.8% | -7.9% |
| 5Y | +3.3% | +65.4% | -62.1% | -12.1% |
| All | +32.9% | +195.6% | -162.8% | +3.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling