+13.2%
AFK price history and return analytics
+385.1%
-371.9%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +2.1% | +0.4% | +1.6% | +1.7% |
| 30D | +8.8% | +1.0% | +7.9% | +8.1% |
| 3M | +8.8% | +2.4% | +6.4% | +7.0% |
| 6M | +6.5% | +12.0% | -5.5% | -1.7% |
| YTD | +11.3% | +15.3% | -4.0% | +0.8% |
| 1Y | +34.7% | +22.6% | +12.2% | +16.7% |
| 3Y | +110.7% | +74.7% | +36.0% | +41.3% |
| 5Y | +51.8% | +66.1% | -14.3% | +5.0% |
| 10Y | +91.5% | +225.0% | -133.5% | -16.9% |
| All | +13.2% | +385.1% | -371.9% | -62.3% |
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