-29.6%
AFRM vs VRSN
+60.4%
-90.0%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.0% | +1.9% | +1.8% |
| 7D | -10.3% | -1.2% | -9.0% | -9.0% |
| 30D | -13.7% | +3.8% | -17.5% | -17.2% |
| 3M | -11.6% | +9.5% | -21.1% | -20.2% |
| 6M | +2.1% | +10.3% | -8.2% | -12.6% |
| YTD | -8.9% | +30.5% | -39.3% | -38.7% |
| 1Y | -9.7% | +27.9% | -37.6% | -37.9% |
| 3Y | +202.5% | +54.3% | +148.2% | +43.3% |
| 5Y | -55.3% | +37.2% | -92.5% | -73.6% |
| All | -29.6% | +60.4% | -90.0% | -64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 10y: compounded portfolio wealth divided by compounded VRSN 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…
10y analysis · Full analysis span regression · 6 months rolling