+1,408.1%
VRT vs AFRM
-20.4%
+1,428.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.6% | +7.0% | +4.9% |
| 7D | +9.1% | -7.0% | +16.1% | +10.7% |
| 30D | +0.9% | -7.8% | +8.7% | +2.4% |
| 3M | -13.4% | +5.3% | -18.7% | -15.0% |
| 6M | +11.7% | +42.6% | -31.0% | +1.5% |
| YTD | +73.2% | -2.8% | +76.0% | +69.8% |
| 1Y | +123.4% | -19.3% | +142.7% | +126.2% |
| 3Y | +606.2% | +231.0% | +375.2% | +383.9% |
| 5Y | +899.9% | -22.2% | +922.1% | +597.6% |
| All | +1,408.1% | -20.4% | +1,428.5% | +938.5% |
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