-13.3%
AFRM vs VICR
+77.4%
-90.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -1.9% | -2.9% |
| 7D | -8.4% | -9.7% | +1.3% | -7.5% |
| 30D | -18.3% | -39.2% | +21.0% | -13.5% |
| 3M | -12.7% | -22.6% | +9.9% | -12.4% |
| 6M | +3.0% | -37.0% | +40.0% | +2.7% |
| YTD | -11.4% | +47.5% | -58.9% | -37.0% |
| 1Y | -13.3% | +75.0% | -88.3% | -44.9% |
| All | -13.3% | +77.4% | -90.7% | -44.9% |
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