+141.3%
VRTX vs AFRM
-27.4%
+168.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.5% | -0.4% |
| 7D | +3.2% | -8.4% | +11.6% | +3.6% |
| 30D | +7.4% | -18.3% | +25.7% | +8.2% |
| 3M | +4.6% | -12.7% | +17.3% | +5.0% |
| 6M | +27.5% | +3.0% | +24.4% | +27.0% |
| YTD | +20.9% | -11.4% | +32.2% | +20.8% |
| 1Y | +30.1% | -13.3% | +43.4% | +30.1% |
| 3Y | +46.6% | +194.0% | -147.4% | +36.2% |
| 5Y | +191.6% | -50.6% | +242.2% | +164.9% |
| All | +141.3% | -27.4% | +168.7% | +118.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling