-58.3%
AFRM vs VSAT
-0.1%
-58.2%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +7.7% | -9.9% | -4.8% |
| 7D | -7.3% | -17.0% | +9.7% | -2.1% |
| 30D | -9.6% | -9.8% | +0.2% | -7.6% |
| 3M | -11.1% | -22.0% | +10.9% | -5.5% |
| 6M | +3.9% | -5.0% | +8.8% | -1.0% |
| YTD | -8.5% | +85.6% | -94.1% | -34.8% |
| 1Y | +3.3% | +80.2% | -76.9% | -26.4% |
| 3Y | +213.7% | +250.0% | -36.3% | +29.2% |
| All | -58.3% | -0.1% | -58.2% | -65.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling