+21.6%
AFRI price history and return analytics
+75.6%
-54.0%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | -0.9% | -2.3% | +1.4% | 0.0% |
| 30D | +1.2% | -5.0% | +6.2% | +3.1% |
| 3M | +17.9% | -4.9% | +22.7% | +20.0% |
| 6M | +21.8% | -1.5% | +23.3% | +22.5% |
| YTD | +12.4% | +8.5% | +3.9% | +9.2% |
| 1Y | +31.2% | +11.4% | +19.8% | +26.2% |
| 3Y | +12.8% | +70.1% | -57.2% | -3.0% |
| 5Y | +22.9% | +53.7% | -30.8% | +4.1% |
| All | +21.6% | +75.6% | -54.0% | +2.0% |
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