+120.7%
VLO vs AFRM
-16.7%
+137.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +1.2% |
| 7D | +9.6% | -4.4% | +14.0% | +9.4% |
| 30D | -17.4% | -7.7% | -9.7% | -17.6% |
| 3M | +10.8% | -16.9% | +27.6% | +10.1% |
| 6M | +56.9% | +2.5% | +54.5% | +57.4% |
| YTD | +136.8% | -12.5% | +149.3% | +146.2% |
| 1Y | +120.7% | -11.0% | +131.7% | +133.8% |
| All | +120.7% | -16.7% | +137.4% | +133.8% |
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