+105.9%
VIAV vs AFRM
-57.5%
+163.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.3% | -0.1% | +12.4% | +12.3% |
| 7D | +15.0% | -7.5% | +22.6% | +16.1% |
| 30D | -29.7% | -15.7% | -14.0% | -28.2% |
| 3M | -18.3% | -9.6% | -8.7% | -17.6% |
| 6M | -37.6% | +6.3% | -43.8% | -38.4% |
| YTD | +79.5% | -8.6% | +88.1% | +78.7% |
| 1Y | +79.6% | -7.6% | +87.2% | +78.2% |
| 3Y | +310.0% | +173.7% | +136.3% | +230.8% |
| 5Y | +105.9% | -56.9% | +162.8% | +69.1% |
| All | +105.9% | -57.5% | +163.4% | +69.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling