-19.7%
AFRM vs VYM
+19.1%
-38.8%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.5% | -4.9% | -4.5% |
| 7D | -8.0% | -1.0% | -7.0% | -6.2% |
| 30D | -9.8% | -2.0% | -7.8% | -6.0% |
| 3M | +4.7% | +3.1% | +1.6% | -0.6% |
| 6M | +34.1% | +8.9% | +25.2% | +14.2% |
| YTD | -8.4% | +14.7% | -23.2% | -29.6% |
| All | -19.7% | +19.1% | -38.8% | -42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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