+213.7%
AFRM vs VLTO
+69.5%
+144.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.5% | -2.7% | -2.6% |
| 7D | -7.3% | +5.4% | -12.7% | -11.7% |
| 30D | -9.6% | +22.3% | -31.9% | -25.7% |
| 3M | -11.1% | +19.6% | -30.7% | -25.1% |
| 6M | +3.9% | +35.2% | -31.3% | -23.7% |
| YTD | -8.5% | +17.9% | -26.3% | -22.2% |
| 1Y | +3.3% | +19.5% | -16.3% | -14.4% |
| 3Y | +213.7% | +73.9% | +139.8% | +112.3% |
| All | +213.7% | +69.5% | +144.3% | +112.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling