-31.7%
AFRM vs VO
+66.4%
-98.1%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.1% | -0.2% |
| 7D | -5.5% | +2.9% | -8.4% | -14.2% |
| 30D | -15.5% | +1.0% | -16.5% | -18.0% |
| 3M | -10.3% | -1.7% | -8.6% | -4.6% |
| 6M | +0.6% | +6.7% | -6.1% | -17.1% |
| YTD | -11.5% | +14.0% | -25.5% | -41.2% |
| 1Y | -16.6% | +13.7% | -30.3% | -44.0% |
| 3Y | +193.5% | +65.8% | +127.7% | -37.6% |
| 5Y | -55.8% | +36.6% | -92.4% | -75.8% |
| All | -31.7% | +66.4% | -98.1% | -72.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling