+75.9%
AFG vs VOO
+78.5%
-2.5%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.8% | +0.6% |
| 7D | +4.2% | +2.6% | +1.6% | +3.2% |
| 30D | +11.3% | -2.0% | +13.3% | +12.0% |
| 3M | +11.3% | -2.8% | +14.0% | +12.3% |
| 6M | +23.2% | +2.2% | +21.1% | +21.4% |
| YTD | +22.4% | +11.5% | +10.9% | +15.1% |
| 1Y | +18.5% | +13.5% | +5.0% | +10.3% |
| 3Y | +75.9% | +78.1% | -2.1% | +15.3% |
| All | +75.9% | +78.5% | -2.5% | +15.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling