-11.0%
AFRM vs VTEB
-0.1%
-10.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | +0.2% |
| 7D | -4.4% | -1.2% | -3.2% | +0.8% |
| 30D | -7.7% | +2.5% | -10.1% | -18.1% |
| 3M | -16.9% | -1.7% | -15.2% | -1.7% |
| 6M | +2.5% | -1.2% | +3.7% | +20.1% |
| YTD | -12.5% | -0.5% | -12.0% | -7.5% |
| 1Y | -11.0% | -0.1% | -11.0% | -8.9% |
| All | -11.0% | -0.1% | -10.9% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 1y: compounded portfolio wealth divided by compounded VTEB 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…
1y analysis · Full analysis span regression · 6 months rolling