+153.5%
VGT vs AFRM
-25.1%
+178.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.2% | +3.6% | +1.7% |
| 7D | -7.2% | -7.3% | +0.1% | -6.2% |
| 30D | -16.1% | -9.6% | -6.6% | -15.0% |
| 3M | -9.2% | -11.1% | +1.9% | -8.0% |
| 6M | -0.7% | +3.9% | -4.6% | -2.0% |
| YTD | +15.6% | -8.5% | +24.0% | +15.2% |
| 1Y | +14.4% | +3.3% | +11.1% | +11.7% |
| 3Y | +105.2% | +213.7% | -108.5% | +60.8% |
| 5Y | +100.0% | -58.5% | +158.6% | +63.7% |
| All | +153.5% | -25.1% | +178.5% | +99.2% |
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 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