-55.8%
AFRM vs VIG
+65.2%
-121.0%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.9% | -2.9% |
| 7D | -5.5% | +3.1% | -8.6% | -14.9% |
| 30D | -15.5% | +5.0% | -20.5% | -28.5% |
| 3M | -10.3% | +2.7% | -13.0% | -17.8% |
| 6M | +0.6% | +11.0% | -10.3% | -28.6% |
| YTD | -11.5% | +16.0% | -27.5% | -45.9% |
| 1Y | -16.6% | +16.3% | -32.9% | -49.4% |
| 3Y | +193.5% | +66.8% | +126.7% | -47.7% |
| 5Y | -55.8% | +64.8% | -120.6% | -89.6% |
| All | -55.8% | +65.2% | -121.0% | -89.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling