+105.2%
AFSM price history and return analytics
+127.1%
-21.9%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.5% |
| 7D | -0.9% | -0.1% | -0.7% | -0.7% |
| 30D | -2.2% | -3.1% | +0.8% | +1.1% |
| 3M | -3.7% | -3.5% | -0.2% | 0.0% |
| 6M | +3.9% | +0.5% | +3.4% | +3.3% |
| YTD | +19.3% | +10.8% | +8.5% | +6.7% |
| 1Y | +21.2% | +11.9% | +9.3% | +7.4% |
| 3Y | +70.8% | +73.0% | -2.2% | -4.3% |
| 5Y | +43.1% | +58.6% | -15.5% | -11.8% |
| All | +105.2% | +127.1% | -21.9% | -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