+29.3%
AFRI price history and return analytics
+79.7%
-50.4%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.7% | +0.6% |
| 7D | +6.4% | +2.4% | +4.0% | +5.5% |
| 30D | +9.6% | -1.5% | +11.1% | +10.2% |
| 3M | +24.6% | -4.1% | +28.7% | +26.4% |
| 6M | +30.6% | +0.6% | +30.0% | +30.3% |
| YTD | +19.6% | +11.0% | +8.5% | +15.2% |
| 1Y | +37.1% | +13.3% | +23.8% | +31.1% |
| 3Y | +19.2% | +73.4% | -54.2% | +1.6% |
| 5Y | +30.7% | +57.4% | -26.7% | +9.9% |
| All | +29.3% | +79.7% | -50.4% | +7.6% |
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 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