-25.2%
AFRM vs VOO
+118.6%
-143.8%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +1.3% |
| 7D | +3.1% | +0.5% | +2.5% | +1.4% |
| 30D | -4.2% | -0.9% | -3.3% | -1.1% |
| 3M | +10.1% | +3.9% | +6.2% | -1.5% |
| 6M | +39.4% | +14.5% | +24.9% | -7.0% |
| YTD | -3.2% | +13.0% | -16.1% | -32.5% |
| 1Y | -16.1% | +19.4% | -35.5% | -50.5% |
| 3Y | +220.8% | +78.9% | +141.9% | -45.5% |
| 5Y | -17.7% | +82.3% | -99.9% | -81.6% |
| All | -25.2% | +118.6% | -143.8% | -86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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