+99.0%
AFSM price history and return analytics
+121.8%
-22.8%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.1% | -0.5% | -0.2% |
| 7D | -5.9% | -4.2% | -1.7% | -1.5% |
| 30D | -5.1% | -5.8% | +0.7% | +1.2% |
| 3M | -7.5% | -5.2% | -2.3% | -2.1% |
| 6M | +1.3% | +0.1% | +1.2% | +1.0% |
| YTD | +15.7% | +8.2% | +7.5% | +6.1% |
| 1Y | +17.4% | +10.1% | +7.3% | +5.7% |
| 3Y | +61.7% | +69.7% | -8.0% | -7.5% |
| 5Y | +37.1% | +53.4% | -16.3% | -12.5% |
| All | +99.0% | +121.8% | -22.8% | -8.1% |
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