+105.5%
AFSM price history and return analytics
+128.2%
-22.7%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.5% |
| 7D | +3.3% | +2.9% | +0.4% | +0.2% |
| 30D | -2.0% | -2.5% | +0.5% | +0.7% |
| 3M | -4.4% | -3.3% | -1.1% | -0.9% |
| 6M | +4.7% | +1.5% | +3.2% | +2.9% |
| YTD | +19.5% | +11.4% | +8.1% | +6.3% |
| 1Y | +21.1% | +11.9% | +9.2% | +7.3% |
| 3Y | +71.1% | +73.9% | -2.8% | -4.7% |
| 5Y | +41.5% | +57.9% | -16.4% | -12.4% |
| All | +105.5% | +128.2% | -22.7% | -7.9% |
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