-56.0%
AFRM vs VOO
+72.6%
-128.6%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | +0.1% |
| 7D | -4.4% | +2.6% | -7.0% | -12.1% |
| 30D | -7.7% | -2.0% | -5.7% | -2.1% |
| 3M | -16.9% | -2.8% | -14.1% | -9.1% |
| 6M | +2.5% | +2.2% | +0.3% | -3.6% |
| YTD | -12.5% | +11.5% | -24.0% | -37.8% |
| 1Y | -11.0% | +13.5% | -24.5% | -40.2% |
| 3Y | +184.6% | +78.1% | +106.5% | -57.1% |
| All | -56.0% | +72.6% | -128.6% | -89.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling