+229.9%
AFRM vs VSAT
+165.9%
+64.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +5.0% | -7.6% | -3.8% |
| 7D | -7.0% | +11.8% | -18.8% | -9.4% |
| 30D | -7.8% | -7.0% | -0.8% | -6.5% |
| 3M | +5.3% | +3.3% | +2.0% | +1.9% |
| 6M | +42.6% | +57.4% | -14.8% | +22.3% |
| YTD | -2.8% | +118.6% | -121.4% | -25.0% |
| 1Y | -19.3% | +150.2% | -169.5% | -40.8% |
| All | +229.9% | +165.9% | +64.0% | +124.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling