+905.2%
VRT vs AFRM
-23.1%
+928.3%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.6% | +7.0% | +5.0% |
| 7D | +9.1% | -7.0% | +16.1% | +10.9% |
| 30D | +0.9% | -7.8% | +8.7% | +2.5% |
| 3M | -13.4% | +5.3% | -18.7% | -15.2% |
| 6M | +11.7% | +42.6% | -31.0% | +0.3% |
| YTD | +73.2% | -2.8% | +76.0% | +69.3% |
| 1Y | +123.4% | -19.3% | +142.7% | +126.3% |
| 3Y | +606.2% | +231.0% | +375.2% | +356.2% |
| All | +905.2% | -23.1% | +928.3% | +576.7% |
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