-3.2%
AFGC vs VOO
+154.9%
-158.1%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.1% | -0.2% |
| 7D | +1.2% | +0.5% | +0.7% | +0.9% |
| 30D | +1.3% | -0.9% | +2.3% | +1.8% |
| 3M | +2.3% | +3.9% | -1.6% | +0.4% |
| 6M | -2.0% | +14.5% | -16.6% | -8.3% |
| YTD | -1.4% | +13.0% | -14.3% | -7.2% |
| 1Y | -5.8% | +19.4% | -25.3% | -13.8% |
| 3Y | +8.5% | +78.9% | -70.4% | -19.9% |
| 5Y | -10.7% | +82.3% | -93.0% | -35.4% |
| All | -3.2% | +154.9% | -158.1% | -50.1% |
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 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