+69.2%
VTRS vs AFRM
-15.0%
+84.2%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.3% | -0.1% |
| 7D | +3.3% | -7.0% | +10.3% | +3.9% |
| 30D | -3.6% | -7.8% | +4.2% | -3.0% |
| 3M | +7.0% | +5.3% | +1.6% | +6.0% |
| 6M | +17.5% | +42.6% | -25.2% | +12.4% |
| YTD | +38.8% | -2.8% | +41.6% | +37.4% |
| 1Y | +69.2% | -19.3% | +88.5% | +65.8% |
| All | +69.2% | -15.0% | +84.2% | +65.8% |
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 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