+34.1%
AFGB vs VOO
+237.7%
-203.6%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.7% |
| 7D | +1.1% | -0.8% | +1.9% | +1.3% |
| 30D | +3.1% | -1.1% | +4.1% | +3.3% |
| 3M | +4.3% | +3.9% | +0.4% | +3.2% |
| 6M | +1.2% | +13.6% | -12.5% | -2.1% |
| YTD | +2.2% | +12.7% | -10.6% | -0.9% |
| 1Y | -2.3% | +17.6% | -19.8% | -6.3% |
| 3Y | +9.2% | +77.3% | -68.2% | -5.9% |
| 5Y | +4.2% | +84.1% | -79.9% | -11.8% |
| All | +34.1% | +237.7% | -203.6% | +4.2% |
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