+70.5%
VEA vs AFRM
-25.4%
+95.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.9% | -2.1% | +0.6% |
| 7D | -1.3% | -10.3% | +9.0% | -0.5% |
| 30D | 0.0% | -13.7% | +13.7% | +1.0% |
| 3M | -3.6% | -11.6% | +8.0% | -2.9% |
| 6M | -0.5% | +2.1% | -2.6% | -1.1% |
| YTD | +13.0% | -8.9% | +21.8% | +12.7% |
| 1Y | +16.3% | -9.7% | +26.0% | +15.9% |
| 3Y | +74.4% | +202.5% | -128.0% | +52.7% |
| 5Y | +55.8% | -55.3% | +111.2% | +36.8% |
| All | +70.5% | -25.4% | +95.8% | +45.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling