+60.4%
VT vs AFRM
-53.0%
+113.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.0% | -3.3% | +1.2% |
| 7D | -0.3% | +3.1% | -3.4% | -0.6% |
| 30D | -1.4% | +1.1% | -2.6% | -1.7% |
| 3M | -1.4% | -3.2% | +1.8% | -1.4% |
| 6M | +5.5% | +12.7% | -7.2% | +3.5% |
| YTD | +12.8% | +1.6% | +11.3% | +11.2% |
| 1Y | +15.4% | +5.9% | +9.6% | +12.9% |
| 3Y | +76.9% | +237.0% | -160.1% | +44.8% |
| 5Y | +60.4% | -55.1% | +115.5% | +37.7% |
| All | +60.4% | -53.0% | +113.4% | +37.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling