+17.4%
VGT vs AFRM
-13.2%
+30.6%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.4% | 0.0% |
| 7D | +5.6% | -5.5% | +11.1% | +6.8% |
| 30D | -10.6% | -15.5% | +4.9% | -7.6% |
| 3M | -6.9% | -10.3% | +3.4% | -5.3% |
| 6M | +0.9% | +0.6% | +0.3% | -0.3% |
| YTD | +20.4% | -11.5% | +32.0% | +18.6% |
| 1Y | +17.4% | -16.6% | +34.0% | +18.5% |
| All | +17.4% | -13.2% | +30.6% | +18.5% |
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