+57.1%
VXUS vs AFRM
-28.4%
+85.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.1% |
| 7D | +2.1% | -4.4% | +6.5% | +2.5% |
| 30D | -1.1% | -7.7% | +6.5% | -0.6% |
| 3M | -5.6% | -16.9% | +11.2% | -4.5% |
| 6M | -2.3% | +2.5% | -4.7% | -2.8% |
| YTD | +10.4% | -12.5% | +22.9% | +10.4% |
| 1Y | +13.1% | -11.0% | +24.1% | +12.9% |
| 3Y | +68.0% | +184.6% | -116.6% | +47.8% |
| 5Y | +45.8% | -56.3% | +102.1% | +29.1% |
| All | +57.1% | -28.4% | +85.5% | +35.3% |
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