+73.9%
VT vs AFRM
+221.0%
-147.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +0.3% |
| 7D | -1.6% | -1.0% | -0.6% | -1.5% |
| 30D | -2.5% | +1.7% | -4.2% | -2.8% |
| 3M | -1.3% | -4.8% | +3.5% | -1.1% |
| 6M | +3.1% | +6.6% | -3.5% | +1.8% |
| YTD | +10.9% | -3.3% | +14.2% | +9.8% |
| 1Y | +12.1% | -0.2% | +12.2% | +10.3% |
| All | +73.9% | +221.0% | -147.1% | +56.3% |
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