+3.3%
AFRM vs VO
+11.7%
-8.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -1.9% |
| 7D | -7.3% | -2.6% | -4.7% | -0.8% |
| 30D | -9.6% | -0.9% | -8.6% | -6.6% |
| 3M | -11.1% | -3.0% | -8.1% | -3.0% |
| 6M | +3.9% | +2.2% | +1.7% | +1.1% |
| YTD | -8.5% | +10.6% | -19.1% | -25.3% |
| 1Y | +3.3% | +12.5% | -9.3% | -20.6% |
| All | +3.3% | +11.7% | -8.4% | -20.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling