-56.0%
AFRM vs VRSN
+34.7%
-90.7%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.3% |
| 7D | -4.4% | +1.4% | -5.8% | -5.9% |
| 30D | -7.7% | +3.9% | -11.5% | -11.6% |
| 3M | -16.9% | +9.3% | -26.2% | -25.1% |
| 6M | +2.5% | +6.7% | -4.2% | -8.7% |
| YTD | -12.5% | +30.0% | -42.6% | -41.7% |
| 1Y | -11.0% | +26.0% | -37.0% | -38.4% |
| 3Y | +184.6% | +53.1% | +131.4% | +30.6% |
| All | -56.0% | +34.7% | -90.7% | -73.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling