-5.7%
AFGC price history and return analytics
+108.8%
-114.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.1% | +3.8% | +2.0% |
| 7D | +1.9% | -4.2% | +6.1% | +4.2% |
| 30D | -6.9% | -5.8% | -1.1% | -4.0% |
| 3M | -1.4% | -5.2% | +3.8% | +1.3% |
| 6M | -3.8% | +0.1% | -4.0% | -4.2% |
| YTD | -3.9% | +8.2% | -12.1% | -8.6% |
| 1Y | -7.4% | +10.1% | -17.5% | -12.8% |
| 3Y | -1.9% | +69.7% | -71.6% | -29.0% |
| 5Y | -14.4% | +53.4% | -67.7% | -34.3% |
| All | -5.7% | +108.8% | -114.5% | -51.3% |
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 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