+184.1%
VRTX vs AFRM
-23.1%
+207.2%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.6% | +0.5% | -2.0% |
| 7D | +0.8% | -7.0% | +7.8% | +1.1% |
| 30D | +12.6% | -7.8% | +20.4% | +13.0% |
| 3M | +23.6% | +5.3% | +18.3% | +23.2% |
| 6M | +14.3% | +42.6% | -28.4% | +12.1% |
| YTD | +20.5% | -2.8% | +23.3% | +20.0% |
| 1Y | +37.6% | -19.3% | +56.9% | +37.9% |
| 3Y | +55.5% | +231.0% | -175.4% | +41.1% |
| All | +184.1% | -23.1% | +207.2% | +153.8% |
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 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