-5.7%
AFGC price history and return analytics
+114.7%
-120.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | -0.6% |
| 7D | +1.9% | +0.4% | +1.6% | +1.6% |
| 30D | -7.0% | -2.6% | -4.4% | -5.8% |
| 3M | -1.3% | -3.2% | +2.0% | +0.4% |
| 6M | -3.8% | +0.9% | -4.7% | -4.6% |
| YTD | -3.9% | +11.3% | -15.2% | -10.0% |
| 1Y | -7.6% | +14.0% | -21.6% | -14.7% |
| 3Y | +6.1% | +75.8% | -69.7% | -24.7% |
| 5Y | -14.6% | +57.8% | -72.4% | -35.4% |
| All | -5.7% | +114.7% | -120.4% | -52.0% |
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