-23.4%
AFGE price history and return analytics
+113.9%
-137.3%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | -3.2% | +2.4% | -5.5% | -4.0% |
| 30D | -8.8% | -1.5% | -7.3% | -8.3% |
| 3M | -6.5% | -4.1% | -2.3% | -5.0% |
| 6M | -8.2% | +0.6% | -8.8% | -8.6% |
| YTD | -7.4% | +11.0% | -18.4% | -11.4% |
| 1Y | -10.0% | +13.3% | -23.3% | -14.6% |
| 3Y | +0.1% | +73.4% | -73.3% | -20.5% |
| 5Y | -25.8% | +57.4% | -83.3% | -40.4% |
| All | -23.4% | +113.9% | -137.3% | -40.7% |
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