+75.5%
VOO vs AFRM
+203.8%
-128.3%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.5% |
| 7D | -2.7% | -7.3% | +4.6% | -1.9% |
| 30D | -5.4% | -9.6% | +4.2% | -4.5% |
| 3M | -4.1% | -11.1% | +7.0% | -3.2% |
| 6M | +0.7% | +3.9% | -3.1% | -0.3% |
| YTD | +8.7% | -8.5% | +17.2% | +8.2% |
| 1Y | +11.0% | +3.3% | +7.7% | +8.9% |
| 3Y | +75.5% | +213.7% | -138.3% | +61.4% |
| All | +75.5% | +203.8% | -128.3% | +61.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling