+10.7%
AFB vs VOO
+314.0%
-303.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.3% |
| 7D | -1.9% | +0.5% | -2.4% | -2.0% |
| 30D | -3.7% | -0.9% | -2.8% | -3.6% |
| 3M | -3.7% | +3.9% | -7.6% | -4.4% |
| 6M | 0.0% | +14.5% | -14.5% | -2.5% |
| YTD | +1.7% | +13.0% | -11.3% | -0.6% |
| 1Y | +5.4% | +19.4% | -14.0% | +2.0% |
| 3Y | +19.6% | +78.9% | -59.3% | +6.8% |
| 5Y | -12.5% | +82.3% | -94.7% | -22.6% |
| 10Y | +10.7% | +314.2% | -303.5% | -17.4% |
| All | +10.7% | +314.0% | -303.3% | -17.4% |
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