+42.5%
VTRS vs AFRM
-22.6%
+65.0%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.5% | +4.8% | -0.2% |
| 7D | -3.5% | -8.0% | +4.6% | -2.8% |
| 30D | +2.1% | -9.8% | +11.9% | +2.8% |
| 3M | +2.6% | +4.7% | -2.1% | +2.0% |
| 6M | +17.8% | +34.1% | -16.4% | +14.5% |
| YTD | +35.7% | -8.4% | +44.1% | +35.4% |
| 1Y | +63.5% | -22.9% | +86.4% | +64.7% |
| 3Y | +85.1% | +203.3% | -118.2% | +61.0% |
| 5Y | +42.5% | -26.0% | +68.5% | +16.6% |
| All | +42.5% | -22.6% | +65.0% | +16.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling