-20.9%
AFRM vs VSAT
+51.9%
-72.8%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +5.0% | -7.6% | -4.3% |
| 7D | -7.0% | +11.8% | -18.8% | -10.4% |
| 30D | -7.8% | -7.0% | -0.8% | -6.0% |
| 3M | +5.3% | +3.3% | +2.0% | +0.3% |
| 6M | +42.6% | +57.4% | -14.8% | +14.5% |
| YTD | -2.8% | +118.6% | -121.4% | -32.8% |
| 1Y | -19.3% | +150.2% | -169.5% | -48.2% |
| 3Y | +231.0% | +160.7% | +70.3% | +74.0% |
| All | -20.9% | +51.9% | -72.8% | -44.7% |
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