-24.9%
AFRM vs VT
+89.6%
-114.6%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | -7.0% | +0.4% | -7.4% | -8.1% |
| 30D | -7.8% | +1.0% | -8.8% | -10.5% |
| 3M | +5.3% | +2.4% | +2.9% | -2.0% |
| 6M | +42.6% | +12.0% | +30.6% | -1.6% |
| YTD | -2.8% | +15.3% | -18.1% | -39.6% |
| 1Y | -19.3% | +22.6% | -41.9% | -59.0% |
| 3Y | +231.0% | +74.7% | +156.3% | -46.4% |
| 5Y | -22.2% | +66.1% | -88.4% | -80.0% |
| All | -24.9% | +89.6% | -114.6% | -84.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling