+196.5%
AFRM vs VO
+68.0%
+128.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.3% | +1.6% | -0.7% |
| 7D | -10.3% | +0.2% | -10.5% | -10.9% |
| 30D | -13.7% | +2.0% | -15.7% | -18.1% |
| 3M | -11.6% | -0.3% | -11.3% | -10.2% |
| 6M | +2.1% | +7.3% | -5.2% | -14.8% |
| YTD | -8.9% | +15.0% | -23.8% | -37.3% |
| 1Y | -9.7% | +14.7% | -24.4% | -37.3% |
| All | +196.5% | +68.0% | +128.5% | -24.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling