+1.8%
VEEV vs AFRM
-13.2%
+15.1%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.9% | +2.2% | 0.0% |
| 7D | -2.5% | -5.5% | +3.0% | -1.1% |
| 30D | +0.3% | -15.5% | +15.7% | +4.2% |
| 3M | +25.2% | -10.3% | +35.5% | +27.7% |
| 6M | +89.7% | +0.6% | +89.1% | +86.0% |
| YTD | +35.5% | -11.5% | +47.0% | +31.4% |
| 1Y | +1.8% | -16.6% | +18.4% | -2.8% |
| All | +1.8% | -13.2% | +15.1% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 1y: compounded portfolio wealth divided by compounded AFRM 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…
1y analysis · Full analysis span regression · 6 months rolling