-24.9%
AFRM vs VNQ
+43.4%
-68.3%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.7% | -2.0% | -1.2% |
| 7D | -7.0% | -1.3% | -5.7% | -4.4% |
| 30D | -7.8% | -2.9% | -4.9% | -1.8% |
| 3M | +5.3% | +0.8% | +4.5% | +1.6% |
| 6M | +42.6% | +2.5% | +40.2% | +32.1% |
| YTD | -2.8% | +10.6% | -13.4% | -24.7% |
| 1Y | -19.3% | +9.1% | -28.4% | -36.0% |
| 3Y | +231.0% | +31.0% | +199.9% | +73.3% |
| 5Y | -22.2% | +4.9% | -27.2% | -18.0% |
| All | -24.9% | +43.4% | -68.3% | -50.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling