+67.8%
VXUS vs AFRM
-20.4%
+88.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.1% | +0.7% |
| 7D | +1.0% | -7.0% | +8.0% | +1.5% |
| 30D | +2.2% | -7.8% | +10.0% | +2.7% |
| 3M | +3.0% | +5.3% | -2.3% | +2.3% |
| 6M | +10.7% | +42.6% | -32.0% | +7.3% |
| YTD | +17.8% | -2.8% | +20.6% | +17.2% |
| 1Y | +27.6% | -19.3% | +46.9% | +28.1% |
| 3Y | +73.3% | +231.0% | -157.7% | +50.2% |
| 5Y | +54.3% | -22.2% | +76.6% | +33.3% |
| All | +67.8% | -20.4% | +88.2% | +43.5% |
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