-29.6%
AFRM vs VOO
+117.4%
-147.0%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.3% | +1.6% | -1.1% |
| 7D | -10.3% | -0.9% | -9.3% | -8.1% |
| 30D | -13.7% | -2.3% | -11.4% | -7.4% |
| 3M | -11.6% | -1.2% | -10.4% | -8.2% |
| 6M | +2.1% | +3.3% | -1.2% | -7.0% |
| YTD | -8.9% | +12.3% | -21.2% | -35.6% |
| 1Y | -9.7% | +12.5% | -22.2% | -36.2% |
| 3Y | +202.5% | +79.2% | +123.3% | -49.6% |
| 5Y | -55.3% | +75.7% | -131.0% | -89.4% |
| All | -29.6% | +117.4% | -147.0% | -87.0% |
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