+19.6%
AFB vs VOO
+317.9%
-298.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.9% | +0.1% |
| 7D | +1.7% | +0.1% | +1.6% | +1.7% |
| 30D | +11.8% | -3.3% | +15.1% | +12.5% |
| 3M | -3.1% | -2.4% | -0.7% | -2.7% |
| 6M | -3.4% | +2.6% | -6.0% | -3.9% |
| YTD | +2.4% | +11.3% | -8.9% | +0.3% |
| 1Y | +2.8% | +13.4% | -10.7% | +0.3% |
| 3Y | +24.3% | +80.3% | -56.0% | +10.9% |
| 5Y | -12.3% | +72.7% | -85.1% | -21.6% |
| 10Y | +19.6% | +310.0% | -290.5% | -11.5% |
| All | +19.6% | +317.9% | -298.3% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling