+473.8%
AFL price history and return analytics
+371.8%
+102.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.2% |
| 7D | -0.7% | +1.0% | -1.8% | -1.9% |
| 30D | -7.1% | -0.2% | -6.9% | -6.9% |
| 3M | +0.4% | +4.5% | -4.1% | -5.5% |
| 6M | +4.5% | +14.1% | -9.5% | -12.3% |
| YTD | +6.1% | +14.8% | -8.7% | -12.1% |
| 1Y | +10.6% | +21.2% | -10.6% | -14.7% |
| 3Y | +64.0% | +76.6% | -12.5% | -22.7% |
| 5Y | +133.7% | +66.6% | +67.1% | +15.3% |
| 10Y | +298.0% | +222.3% | +75.8% | -18.7% |
| All | +473.8% | +371.8% | +102.0% | -36.7% |
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 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