-20.9%
AFRM vs VIG
+63.1%
-84.1%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.2% | -1.1% |
| 7D | -7.0% | -0.4% | -6.5% | -5.5% |
| 30D | -7.8% | -1.0% | -6.8% | -4.6% |
| 3M | +5.3% | +2.8% | +2.5% | -3.1% |
| 6M | +42.6% | +8.2% | +34.5% | +11.0% |
| YTD | -2.8% | +11.0% | -13.8% | -30.9% |
| 1Y | -19.3% | +16.1% | -35.5% | -50.7% |
| 3Y | +231.0% | +56.2% | +174.8% | -23.4% |
| All | -20.9% | +63.1% | -84.1% | -79.1% |
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