-29.4%
AFRM vs VSAT
+110.8%
-140.2%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +16.3% | -16.4% | -5.5% |
| 7D | -7.5% | +0.4% | -7.9% | -8.7% |
| 30D | -15.7% | +3.3% | -19.0% | -18.0% |
| 3M | -9.6% | -7.5% | -2.1% | -9.7% |
| 6M | +6.3% | +6.2% | +0.1% | -2.6% |
| YTD | -8.6% | +115.8% | -124.4% | -38.3% |
| 1Y | -7.6% | +107.7% | -115.3% | -37.5% |
| 3Y | +173.7% | +292.0% | -118.4% | +10.1% |
| 5Y | -56.9% | +35.3% | -92.2% | -72.2% |
| All | -29.4% | +110.8% | -140.2% | -67.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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