+53.4%
VT vs AFRM
-57.5%
+110.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -7.8% | +3.8% | -3.2% |
| 7D | -4.2% | -6.9% | +2.7% | -3.5% |
| 30D | -5.8% | -7.0% | +1.2% | -5.2% |
| 3M | -5.2% | -11.2% | +6.0% | -4.4% |
| 6M | +0.1% | +4.3% | -4.1% | -1.0% |
| YTD | +8.2% | -6.4% | +14.6% | +7.6% |
| 1Y | +10.1% | -2.6% | +12.7% | +8.7% |
| 3Y | +69.7% | +210.6% | -140.9% | +40.1% |
| 5Y | +53.4% | -57.6% | +111.0% | +33.2% |
| All | +53.4% | -57.5% | +110.9% | +33.2% |
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 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