-16.6%
AFRM vs VYM
+18.8%
-35.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.1% | -3.0% | -3.1% |
| 7D | -5.5% | +3.3% | -8.8% | -11.3% |
| 30D | -15.5% | +3.8% | -19.2% | -20.8% |
| 3M | -10.3% | -0.4% | -9.9% | -9.1% |
| 6M | +0.6% | +7.1% | -6.5% | -10.0% |
| YTD | -11.5% | +17.1% | -28.6% | -33.4% |
| 1Y | -16.6% | +18.4% | -35.0% | -40.4% |
| All | -16.6% | +18.8% | -35.4% | -40.4% |
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