+205.8%
AFRM vs VNQ
+32.2%
+173.6%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.2% |
| 7D | +3.1% | -0.4% | +3.4% | +3.7% |
| 30D | -4.2% | -2.5% | -1.7% | 0.0% |
| 3M | +10.1% | +1.4% | +8.7% | +6.4% |
| 6M | +39.4% | +4.6% | +34.9% | +26.9% |
| YTD | -3.2% | +10.5% | -13.7% | -20.8% |
| 1Y | -16.1% | +8.4% | -24.5% | -29.2% |
| All | +205.8% | +32.2% | +173.6% | +63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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