+183.0%
VGT vs AFRM
-20.4%
+203.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.6% | +2.9% | +0.7% |
| 7D | +1.0% | -7.0% | +8.0% | +2.0% |
| 30D | +1.3% | -7.8% | +9.1% | +2.3% |
| 3M | -1.1% | +5.3% | -6.5% | -2.2% |
| 6M | +32.6% | +42.6% | -10.0% | +25.1% |
| YTD | +29.0% | -2.8% | +31.8% | +27.8% |
| 1Y | +39.7% | -19.3% | +59.0% | +41.1% |
| 3Y | +120.9% | +231.0% | -110.0% | +70.9% |
| 5Y | +133.6% | -22.2% | +155.8% | +83.7% |
| All | +183.0% | -20.4% | +203.4% | +121.1% |
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