-51.4%
VG vs AFRM
+18.0%
-69.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -7.8% | +3.8% | -3.0% |
| 7D | -22.0% | -6.9% | -15.1% | -21.3% |
| 30D | -14.7% | -7.0% | -7.8% | -14.1% |
| 3M | -7.1% | -11.2% | +4.1% | -6.2% |
| 6M | -11.2% | +4.3% | -15.4% | -15.0% |
| YTD | +69.8% | -6.4% | +76.2% | +66.7% |
| 1Y | +49.9% | -2.6% | +52.5% | +43.6% |
| All | -51.4% | +18.0% | -69.4% | -59.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling