+68.4%
VXUS vs AFRM
+167.0%
-98.6%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | -0.4% |
| 7D | +0.5% | -8.4% | +8.9% | +1.3% |
| 30D | -2.5% | -18.3% | +15.7% | -0.9% |
| 3M | -4.6% | -12.7% | +8.1% | -3.8% |
| 6M | -2.6% | +3.0% | -5.7% | -3.3% |
| YTD | +10.4% | -11.4% | +21.8% | +10.2% |
| 1Y | +12.9% | -13.3% | +26.2% | +12.7% |
| 3Y | +68.4% | +194.0% | -125.6% | +47.7% |
| All | +68.4% | +167.0% | -98.6% | +47.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling