+57.3%
VZ vs AFRM
+210.7%
-153.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.8% | +7.7% | -0.3% |
| 7D | +5.6% | -6.9% | +12.6% | +5.4% |
| 30D | +1.9% | -7.0% | +8.8% | +1.7% |
| 3M | +0.8% | -11.2% | +12.0% | +0.5% |
| 6M | +0.6% | +4.3% | -3.6% | +0.9% |
| YTD | +20.8% | -6.4% | +27.2% | +21.1% |
| 1Y | +23.9% | -2.6% | +26.5% | +24.5% |
| All | +57.3% | +210.7% | -153.4% | +62.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling