+52.5%
AFMC price history and return analytics
+53.2%
-0.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.1% | +0.3% | +0.4% |
| 7D | -4.5% | -4.2% | -0.4% | -0.4% |
| 30D | -3.6% | -5.8% | +2.2% | +2.3% |
| 3M | -5.5% | -5.2% | -0.2% | -0.3% |
| 6M | +1.1% | +0.1% | +1.0% | +0.6% |
| YTD | +14.2% | +8.2% | +6.0% | +4.7% |
| 1Y | +16.8% | +10.1% | +6.7% | +5.2% |
| 3Y | +69.6% | +69.7% | -0.1% | -2.0% |
| 5Y | +52.5% | +53.4% | -0.9% | -1.6% |
| All | +52.5% | +53.2% | -0.7% | -1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling