+53.9%
VXUS vs AFRM
-25.1%
+78.9%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.4% | +0.3% |
| 7D | -1.8% | -7.3% | +5.5% | -1.2% |
| 30D | -4.6% | -9.6% | +5.0% | -3.9% |
| 3M | -6.1% | -11.1% | +5.0% | -5.5% |
| 6M | -4.9% | +3.9% | -8.8% | -5.6% |
| YTD | +8.1% | -8.5% | +16.5% | +7.8% |
| 1Y | +12.1% | +3.3% | +8.8% | +10.6% |
| 3Y | +63.9% | +213.7% | -149.9% | +43.0% |
| 5Y | +43.1% | -58.5% | +101.7% | +26.6% |
| All | +53.9% | -25.1% | +78.9% | +32.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling