+5.9%
AFRM vs VICR
+76.0%
-70.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -11.1% | +16.2% | +6.4% |
| 7D | +3.1% | -26.6% | +29.7% | +7.1% |
| 30D | +1.1% | -47.9% | +49.1% | +9.5% |
| 3M | -3.2% | -29.8% | +26.5% | -1.1% |
| 6M | +12.7% | -36.6% | +49.3% | +11.9% |
| YTD | +1.6% | +45.1% | -43.6% | -26.6% |
| 1Y | +5.9% | +80.0% | -74.2% | -32.2% |
| All | +5.9% | +76.0% | -70.1% | -32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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