+221.8%
AFRM vs VRSN
+44.7%
+177.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.2% | -2.4% |
| 7D | -7.0% | +0.1% | -7.0% | -6.9% |
| 30D | -7.8% | -0.2% | -7.6% | -7.7% |
| 3M | +5.3% | -0.3% | +5.6% | +4.9% |
| 6M | +42.6% | +23.0% | +19.7% | +23.2% |
| YTD | -2.8% | +21.3% | -24.1% | -15.7% |
| 1Y | -19.3% | +6.7% | -26.0% | -24.2% |
| All | +221.8% | +44.7% | +177.1% | +138.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling