+850.3%
VRT vs AFRM
-23.4%
+873.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -7.8% | -6.2% | -12.3% |
| 7D | -28.1% | -6.9% | -21.2% | -27.0% |
| 30D | -30.2% | -7.0% | -23.2% | -29.2% |
| 3M | -36.4% | -11.2% | -25.2% | -35.1% |
| 6M | -48.2% | +4.3% | -52.4% | -49.3% |
| YTD | +9.2% | -6.4% | +15.6% | +7.7% |
| 1Y | -7.2% | -2.6% | -4.6% | -9.8% |
| 3Y | +338.7% | +210.6% | +128.1% | +207.6% |
| 5Y | +542.8% | -57.6% | +600.4% | +361.0% |
| All | +850.3% | -23.4% | +873.7% | +558.6% |
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