-21.6%
AFRM vs VT
+85.5%
-107.1%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.7% | +3.3% | -0.5% |
| 7D | +3.1% | -0.3% | +3.4% | +4.1% |
| 30D | +1.1% | -1.4% | +2.6% | +6.3% |
| 3M | -3.2% | -1.4% | -1.8% | +1.6% |
| 6M | +12.7% | +5.5% | +7.2% | -5.5% |
| YTD | +1.6% | +12.8% | -11.3% | -32.1% |
| 1Y | +5.9% | +15.4% | -9.6% | -34.1% |
| 3Y | +237.0% | +76.9% | +160.1% | -49.4% |
| 5Y | -55.1% | +60.4% | -115.5% | -87.2% |
| All | -21.6% | +85.5% | -107.1% | -82.1% |
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