+64.5%
AFB vs VOO
+777.9%
-713.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.9% |
| 7D | +1.5% | -2.7% | +4.2% | +1.9% |
| 30D | +13.1% | -5.4% | +18.4% | +14.0% |
| 3M | -2.7% | -4.1% | +1.3% | -2.2% |
| 6M | -3.4% | +0.7% | -4.2% | -3.6% |
| YTD | +1.9% | +8.7% | -6.8% | +0.6% |
| 1Y | +2.0% | +11.0% | -9.0% | +0.4% |
| 3Y | +26.6% | +75.5% | -48.9% | +16.4% |
| 5Y | -11.3% | +68.4% | -79.6% | -18.4% |
| 10Y | +17.7% | +315.7% | -298.0% | -2.2% |
| All | +64.5% | +777.9% | -713.4% | +31.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling