+120.1%
VIAV vs AFRM
-20.4%
+140.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.6% | +6.3% | +3.9% |
| 7D | -4.6% | -7.0% | +2.4% | -3.9% |
| 30D | -10.4% | -7.8% | -2.6% | -9.8% |
| 3M | -34.5% | +5.3% | -39.8% | -35.1% |
| 6M | +7.0% | +42.6% | -35.7% | +2.5% |
| YTD | +95.6% | -2.8% | +98.4% | +93.9% |
| 1Y | +197.2% | -19.3% | +216.5% | +198.6% |
| 3Y | +232.0% | +231.0% | +1.0% | +171.7% |
| 5Y | +102.2% | -22.2% | +124.5% | +63.3% |
| All | +120.1% | -20.4% | +140.5% | +78.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling