-20.3%
AFGE price history and return analytics
+114.4%
-134.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | -0.3% |
| 7D | +2.1% | +0.4% | +1.8% | +2.0% |
| 30D | -7.9% | -2.6% | -5.3% | -7.0% |
| 3M | -2.4% | -3.2% | +0.8% | -1.3% |
| 6M | -5.5% | +0.9% | -6.5% | -6.1% |
| YTD | -3.7% | +11.3% | -15.0% | -7.9% |
| 1Y | -7.6% | +14.0% | -21.6% | -12.6% |
| 3Y | +6.1% | +75.8% | -69.7% | -16.2% |
| 5Y | -24.3% | +57.8% | -82.1% | -39.2% |
| All | -20.3% | +114.4% | -134.8% | -38.4% |
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