+10.8%
AFGD vs VOO
+164.8%
-154.0%
-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% | -0.5% | -0.7% |
| 7D | +0.2% | -0.6% | +0.8% | +0.4% |
| 30D | -9.7% | -3.6% | -6.1% | -8.7% |
| 3M | +4.9% | -2.7% | +7.6% | +5.7% |
| 6M | +2.8% | +2.2% | +0.5% | +2.0% |
| YTD | +3.1% | +10.9% | -7.8% | -0.2% |
| 1Y | -1.3% | +11.3% | -12.6% | -4.5% |
| 3Y | +11.9% | +76.9% | -65.0% | -6.6% |
| 5Y | -5.2% | +73.5% | -78.8% | -21.9% |
| All | +10.8% | +164.8% | -154.0% | -16.5% |
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