+125.4%
VTR vs AFRM
-20.4%
+145.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.6% | +0.6% | -1.9% |
| 7D | -1.7% | -7.0% | +5.3% | -1.3% |
| 30D | -2.4% | -7.8% | +5.4% | -2.1% |
| 3M | +14.8% | +5.3% | +9.5% | +14.1% |
| 6M | +5.3% | +42.6% | -37.3% | +2.7% |
| YTD | +18.1% | -2.8% | +20.9% | +17.4% |
| 1Y | +36.7% | -19.3% | +56.0% | +36.9% |
| 3Y | +130.1% | +231.0% | -100.9% | +101.4% |
| 5Y | +89.5% | -22.2% | +111.7% | +61.8% |
| All | +125.4% | -20.4% | +145.8% | +90.8% |
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 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