-18.5%
AFRM vs VRSN
+1.2%
-19.7%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +3.0% | +0.4% |
| 7D | +3.1% | -2.1% | +5.2% | +3.6% |
| 30D | -4.2% | -3.9% | -0.3% | -3.4% |
| 3M | +10.1% | -0.1% | +10.2% | +9.7% |
| 6M | +39.4% | +16.4% | +23.0% | +25.9% |
| YTD | -3.2% | +17.2% | -20.4% | -13.5% |
| All | -18.5% | +1.2% | -19.7% | -29.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling