-9.7%
AFRM vs VCLT
-3.4%
-6.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.6% | +2.3% |
| 7D | -10.3% | -0.6% | -9.7% | -9.0% |
| 30D | -13.7% | +2.8% | -16.5% | -19.1% |
| 3M | -11.6% | -0.4% | -11.2% | -10.3% |
| 6M | +2.1% | -3.1% | +5.2% | +12.0% |
| YTD | -8.9% | -2.7% | -6.2% | -4.5% |
| 1Y | -9.7% | -3.7% | -6.1% | -1.1% |
| All | -9.7% | -3.4% | -6.3% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 1y: compounded portfolio wealth divided by compounded VCLT 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…
1y analysis · Full analysis span regression · 6 months rolling