-20.9%
VST vs AFRM
-15.0%
-5.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.6% | +6.1% | +4.0% |
| 7D | +8.9% | -7.0% | +15.9% | +10.1% |
| 30D | +6.2% | -7.8% | +14.0% | +7.4% |
| 3M | -2.7% | +5.3% | -8.0% | -4.4% |
| 6M | -8.4% | +42.6% | -51.0% | -14.2% |
| YTD | -7.2% | -2.8% | -4.4% | -8.1% |
| 1Y | -20.9% | -19.3% | -1.6% | -18.0% |
| All | -20.9% | -15.0% | -5.9% | -18.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling