+213.7%
AFRM vs VEU
+64.7%
+149.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.6% |
| 7D | -7.3% | -1.6% | -5.7% | -4.1% |
| 30D | -9.6% | -4.3% | -5.2% | -1.2% |
| 3M | -11.1% | -5.8% | -5.2% | -0.1% |
| 6M | +3.9% | -4.4% | +8.2% | +13.1% |
| YTD | -8.5% | +8.7% | -17.1% | -25.0% |
| 1Y | +3.3% | +12.6% | -9.4% | -21.7% |
| 3Y | +213.7% | +65.2% | +148.5% | -7.3% |
| All | +213.7% | +64.7% | +149.0% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 3y: compounded portfolio wealth divided by compounded VEU 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…
3y analysis · Full analysis span regression · 6 months rolling