+70.8%
AFOS price history and return analytics
+24.7%
+46.1%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.6% | +1.6% |
| 7D | -0.6% | -1.6% | +1.0% | +1.7% |
| 30D | -5.2% | -2.5% | -2.7% | -1.7% |
| 3M | -3.6% | -1.3% | -2.3% | -1.7% |
| 6M | +4.2% | +3.1% | +1.1% | +0.4% |
| YTD | +25.5% | +10.9% | +14.5% | +10.1% |
| 1Y | +30.9% | +12.1% | +18.9% | +13.3% |
| All | +70.8% | +24.7% | +46.1% | +32.5% |
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