+77.8%
VT vs AFRM
-23.4%
+101.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -7.8% | +3.8% | -3.3% |
| 7D | -4.2% | -6.9% | +2.7% | -3.5% |
| 30D | -5.8% | -7.0% | +1.2% | -5.3% |
| 3M | -5.2% | -11.2% | +6.0% | -4.5% |
| 6M | +0.1% | +4.3% | -4.1% | -0.8% |
| YTD | +8.2% | -6.4% | +14.6% | +7.7% |
| 1Y | +10.1% | -2.6% | +12.7% | +8.9% |
| 3Y | +69.7% | +210.6% | -140.9% | +44.4% |
| 5Y | +53.4% | -57.6% | +111.0% | +31.7% |
| All | +77.8% | -23.4% | +101.2% | +48.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling