+74.0%
VTI vs AFRM
-21.7%
+95.8%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | +0.6% | +3.1% | -2.4% | +0.3% |
| 30D | -1.1% | -4.2% | +3.1% | -0.7% |
| 3M | +3.9% | +10.1% | -6.2% | +2.4% |
| 6M | +14.6% | +39.4% | -24.8% | +9.6% |
| YTD | +13.3% | -3.2% | +16.5% | +12.4% |
| 1Y | +19.2% | -16.1% | +35.2% | +19.4% |
| 3Y | +77.4% | +220.8% | -143.4% | +44.0% |
| 5Y | +74.0% | -17.7% | +91.7% | +41.7% |
| All | +74.0% | -21.7% | +95.8% | +41.7% |
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