-32.0%
VST vs AFRM
-4.3%
-27.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -2.2% | +12.8% | +10.9% |
| 7D | -9.8% | -7.3% | -2.5% | -8.8% |
| 30D | -25.1% | -9.6% | -15.6% | -24.0% |
| 3M | -11.6% | -11.1% | -0.5% | -10.3% |
| 6M | -20.9% | +3.9% | -24.8% | -22.2% |
| YTD | -22.3% | -8.5% | -13.8% | -22.9% |
| 1Y | -32.0% | +3.3% | -35.3% | -35.0% |
| All | -32.0% | -4.3% | -27.7% | -35.0% |
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