+65.6%
VTRS vs AFRM
-24.5%
+90.1%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -3.3% | -8.5% | +5.2% | -2.5% |
| 30D | +1.4% | -11.4% | +12.7% | +2.4% |
| 3M | +4.6% | +8.2% | -3.6% | +3.4% |
| 6M | +18.1% | +36.6% | -18.5% | +13.5% |
| YTD | +34.7% | -8.7% | +43.3% | +34.1% |
| 1Y | +65.6% | -19.9% | +85.5% | +63.3% |
| All | +65.6% | -24.5% | +90.1% | +63.3% |
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