+134.7%
VGT vs AFRM
-21.7%
+156.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | +1.8% | +3.1% | -1.2% | +1.3% |
| 30D | -0.3% | -4.2% | +3.9% | +0.1% |
| 3M | +3.4% | +10.1% | -6.7% | +1.4% |
| 6M | +35.0% | +39.4% | -4.4% | +27.2% |
| YTD | +28.8% | -3.2% | +31.9% | +27.6% |
| 1Y | +38.0% | -16.1% | +54.1% | +38.6% |
| 3Y | +125.8% | +220.8% | -95.0% | +70.8% |
| 5Y | +134.7% | -17.7% | +152.4% | +82.6% |
| All | +134.7% | -21.7% | +156.5% | +82.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling