+15.6%
VWO vs AFRM
-16.1%
+31.6%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.1% | -4.4% | +0.1% |
| 7D | -1.8% | -1.3% | -0.5% | -1.7% |
| 30D | -0.1% | -2.7% | +2.6% | 0.0% |
| 3M | +2.2% | +7.4% | -5.2% | +1.1% |
| 6M | +8.8% | +40.7% | -31.9% | +4.1% |
| YTD | +12.4% | -4.0% | +16.4% | +9.9% |
| 1Y | +15.6% | -12.2% | +27.8% | +13.6% |
| All | +15.6% | -16.1% | +31.6% | +13.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling