+304.2%
AFRM vs VLTO
+27.2%
+277.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.6% | -1.0% | -1.0% |
| 7D | -7.0% | -2.3% | -4.7% | -4.7% |
| 30D | -7.8% | -0.9% | -6.9% | -6.8% |
| 3M | +5.3% | +13.8% | -8.5% | -8.7% |
| 6M | +42.6% | +2.0% | +40.6% | +39.0% |
| YTD | -2.8% | -3.2% | +0.4% | -0.2% |
| 1Y | -19.3% | -9.2% | -10.1% | -11.8% |
| All | +304.2% | +27.2% | +277.0% | +193.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling