+3.9%
VCIT vs AFRM
-20.4%
+24.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | 0.0% |
| 7D | -0.3% | -7.0% | +6.6% | -0.2% |
| 30D | -0.8% | -7.8% | +7.0% | -0.6% |
| 3M | -1.0% | +5.3% | -6.3% | -1.2% |
| 6M | -1.8% | +42.6% | -44.5% | -2.5% |
| YTD | -0.7% | -2.8% | +2.1% | -0.8% |
| 1Y | +1.0% | -19.3% | +20.3% | +1.0% |
| 3Y | +18.8% | +231.0% | -212.1% | +14.8% |
| 5Y | +3.5% | -22.2% | +25.7% | -0.3% |
| All | +3.9% | -20.4% | +24.3% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 10y: compounded portfolio wealth divided by compounded AFRM 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…
10y analysis · Full analysis span regression · 6 months rolling