-24.9%
AFRM vs VYM
+102.8%
-127.7%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.2% | -1.5% |
| 7D | -7.0% | 0.0% | -6.9% | -6.8% |
| 30D | -7.8% | -0.5% | -7.3% | -6.2% |
| 3M | +5.3% | +3.0% | +2.3% | -2.7% |
| 6M | +42.6% | +8.2% | +34.4% | +14.7% |
| YTD | -2.8% | +15.8% | -18.6% | -36.0% |
| 1Y | -19.3% | +20.8% | -40.1% | -53.0% |
| 3Y | +231.0% | +65.3% | +165.7% | -14.2% |
| 5Y | -22.2% | +76.6% | -98.8% | -77.6% |
| All | -24.9% | +102.8% | -127.7% | -79.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling