+56.6%
AFG vs VOO
+82.6%
-26.0%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.9% |
| 7D | -0.6% | +0.1% | -0.7% | -0.7% |
| 30D | -2.7% | +0.1% | -2.8% | -2.8% |
| 3M | +11.7% | +2.0% | +9.7% | +10.1% |
| 6M | +8.9% | +13.0% | -4.1% | +0.5% |
| YTD | +7.8% | +13.6% | -5.8% | -1.0% |
| 1Y | +7.6% | +20.1% | -12.5% | -4.8% |
| 3Y | +45.1% | +77.6% | -32.5% | -2.7% |
| All | +56.6% | +82.6% | -26.0% | +1.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling