+48.1%
VXUS vs AFRM
-58.9%
+107.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.9% | -1.9% | +0.7% |
| 7D | -0.5% | -10.3% | +9.7% | +0.4% |
| 30D | -1.2% | -13.7% | +12.5% | 0.0% |
| 3M | -3.8% | -11.6% | +7.7% | -3.1% |
| 6M | -1.7% | +2.1% | -3.8% | -2.3% |
| YTD | +11.4% | -8.9% | +20.3% | +11.1% |
| 1Y | +13.3% | -9.7% | +23.0% | +12.9% |
| 3Y | +70.0% | +202.5% | -132.5% | +45.4% |
| 5Y | +48.1% | -55.3% | +103.4% | +32.4% |
| All | +48.1% | -58.9% | +107.0% | +32.4% |
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