+78.6%
VTV vs AFRM
-58.9%
+137.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.9% | -1.8% | +0.8% |
| 7D | -0.4% | -10.3% | +9.8% | +0.4% |
| 30D | +3.9% | -13.7% | +17.6% | +4.9% |
| 3M | +2.6% | -11.6% | +14.1% | +3.2% |
| 6M | +11.5% | +2.1% | +9.4% | +10.8% |
| YTD | +22.3% | -8.9% | +31.1% | +21.9% |
| 1Y | +24.5% | -9.7% | +34.2% | +24.0% |
| 3Y | +78.8% | +202.5% | -123.7% | +57.1% |
| 5Y | +78.6% | -55.3% | +134.0% | +58.6% |
| All | +78.6% | -58.9% | +137.6% | +58.6% |
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 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