+289.2%
AFRM vs VLTO
+54.1%
+235.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.4% | -7.4% | -7.5% |
| 7D | -6.9% | +12.0% | -18.9% | -16.8% |
| 30D | -7.0% | +20.8% | -27.8% | -23.1% |
| 3M | -11.2% | +20.1% | -31.3% | -26.0% |
| 6M | +4.3% | +32.6% | -28.4% | -22.6% |
| YTD | -6.4% | +17.3% | -23.7% | -20.7% |
| 1Y | -2.6% | +17.3% | -19.9% | -18.0% |
| 3Y | +210.6% | +66.9% | +143.7% | +75.7% |
| All | +289.2% | +54.1% | +235.0% | +133.3% |
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 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