-16.6%
AFRM vs VLTO
+20.4%
-37.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.1% | -1.9% | -2.5% |
| 7D | -5.5% | +0.8% | -6.3% | -5.8% |
| 30D | -15.5% | +18.7% | -34.2% | -22.3% |
| 3M | -10.3% | +21.7% | -32.0% | -18.5% |
| 6M | +0.6% | +35.8% | -35.2% | -14.0% |
| YTD | -11.5% | +18.3% | -29.8% | -19.5% |
| 1Y | -16.6% | +20.9% | -37.5% | -24.5% |
| All | -16.6% | +20.4% | -37.0% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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