+51.8%
VG vs AFRM
+8.5%
+43.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +5.0% | -12.7% | -6.5% |
| 7D | -16.4% | +3.1% | -19.5% | -15.7% |
| 30D | -10.8% | +1.1% | -11.9% | -10.0% |
| 3M | -6.3% | -3.2% | -3.1% | -5.6% |
| 6M | -12.5% | +12.7% | -25.2% | -8.8% |
| YTD | +76.9% | +1.6% | +75.3% | +99.5% |
| 1Y | +51.8% | +5.9% | +45.9% | +68.2% |
| All | +51.8% | +8.5% | +43.3% | +68.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling