+10.9%
AFGD vs VOO
+159.6%
-148.7%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.9% |
| 7D | +0.6% | -2.7% | +3.3% | +1.4% |
| 30D | -9.5% | -5.4% | -4.1% | -8.0% |
| 3M | +5.6% | -4.1% | +9.6% | +6.8% |
| 6M | +2.9% | +0.7% | +2.1% | +2.6% |
| YTD | +3.2% | +8.7% | -5.6% | +0.5% |
| 1Y | -0.6% | +11.0% | -11.5% | -3.8% |
| 3Y | +8.1% | +75.5% | -67.4% | -9.7% |
| 5Y | -6.0% | +68.4% | -74.4% | -22.0% |
| All | +10.9% | +159.6% | -148.7% | -16.0% |
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