+221.8%
AFRM vs VOO
+80.9%
+141.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.2% | -1.6% |
| 7D | -7.0% | +0.1% | -7.1% | -7.1% |
| 30D | -7.8% | +0.1% | -7.9% | -7.7% |
| 3M | +5.3% | +2.0% | +3.3% | +1.0% |
| 6M | +42.6% | +13.0% | +29.6% | +5.2% |
| YTD | -2.8% | +13.6% | -16.4% | -29.0% |
| 1Y | -19.3% | +20.1% | -39.4% | -48.7% |
| All | +221.8% | +80.9% | +141.0% | -33.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling