+320.6%
AFG vs VOO
+309.6%
+10.9%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.8% | +0.8% |
| 7D | +4.2% | +2.6% | +1.6% | +1.7% |
| 30D | +11.3% | -2.0% | +13.3% | +13.0% |
| 3M | +11.3% | -2.8% | +14.0% | +13.7% |
| 6M | +23.2% | +2.2% | +21.1% | +19.2% |
| YTD | +22.4% | +11.5% | +10.9% | +8.0% |
| 1Y | +18.5% | +13.5% | +5.0% | +2.6% |
| 3Y | +75.9% | +78.1% | -2.1% | -7.4% |
| 5Y | +63.1% | +73.1% | -10.0% | -12.9% |
| All | +320.6% | +309.6% | +10.9% | -8.4% |
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