+19.4%
VOO vs AFRM
-17.6%
+37.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | +0.5% | +3.1% | -2.5% | +0.2% |
| 30D | -0.9% | -4.2% | +3.3% | -0.6% |
| 3M | +3.9% | +10.1% | -6.2% | +2.4% |
| 6M | +14.5% | +39.4% | -24.9% | +9.2% |
| YTD | +13.0% | -3.2% | +16.1% | +11.1% |
| 1Y | +19.4% | -16.1% | +35.5% | +18.0% |
| All | +19.4% | -17.6% | +37.0% | +18.0% |
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