+79.4%
VEA vs AFRM
-20.4%
+99.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.6% | +3.1% | +0.6% |
| 7D | +1.0% | -7.0% | +7.9% | +1.5% |
| 30D | +1.9% | -7.8% | +9.7% | +2.5% |
| 3M | +3.2% | +5.3% | -2.1% | +2.6% |
| 6M | +10.2% | +42.6% | -32.4% | +6.8% |
| YTD | +18.9% | -2.8% | +21.7% | +18.2% |
| 1Y | +29.3% | -19.3% | +48.6% | +29.8% |
| 3Y | +76.8% | +231.0% | -154.2% | +53.1% |
| 5Y | +61.2% | -22.2% | +83.5% | +38.9% |
| All | +79.4% | -20.4% | +99.8% | +53.0% |
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