-24.9%
AFRM vs VRSN
+49.2%
-74.1%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.2% | -2.1% |
| 7D | -7.0% | +0.1% | -7.0% | -6.9% |
| 30D | -7.8% | -0.2% | -7.6% | -7.8% |
| 3M | +5.3% | -0.3% | +5.6% | +2.9% |
| 6M | +42.6% | +23.0% | +19.7% | +3.9% |
| YTD | -2.8% | +21.3% | -24.1% | -29.0% |
| 1Y | -19.3% | +6.7% | -26.0% | -30.9% |
| 3Y | +231.0% | +45.0% | +186.0% | +66.3% |
| 5Y | -22.2% | +35.0% | -57.3% | -52.5% |
| All | -24.9% | +49.2% | -74.1% | -58.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling