+103.6%
VTI vs AFRM
-25.4%
+128.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.9% | -1.6% | +1.0% |
| 7D | -0.7% | -10.3% | +9.5% | +0.4% |
| 30D | -1.9% | -13.7% | +11.8% | -0.5% |
| 3M | -1.4% | -11.6% | +10.1% | -0.5% |
| 6M | +3.5% | +2.1% | +1.4% | +2.6% |
| YTD | +12.6% | -8.9% | +21.4% | +12.2% |
| 1Y | +12.7% | -9.7% | +22.5% | +12.3% |
| 3Y | +78.8% | +202.5% | -123.6% | +50.1% |
| 5Y | +67.2% | -55.3% | +122.5% | +41.2% |
| All | +103.6% | -25.4% | +128.9% | +67.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling