+196.5%
AFRM vs VIG
+67.2%
+129.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.8% | +2.1% | +0.7% |
| 7D | -10.3% | -0.3% | -9.9% | -9.4% |
| 30D | -13.7% | +4.9% | -18.6% | -24.7% |
| 3M | -11.6% | +2.9% | -14.5% | -18.2% |
| 6M | +2.1% | +11.2% | -9.1% | -23.9% |
| YTD | -8.9% | +16.0% | -24.8% | -39.6% |
| 1Y | -9.7% | +17.0% | -26.7% | -41.4% |
| All | +196.5% | +67.2% | +129.3% | -32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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