+13.9%
AFGD vs VOO
+171.2%
-157.3%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.3% | +1.1% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | +8.2% | +0.1% | +8.1% | +8.2% |
| 3M | +8.1% | +2.0% | +6.1% | +7.4% |
| 6M | +3.5% | +13.0% | -9.5% | -0.2% |
| YTD | +5.9% | +13.6% | -7.6% | +1.9% |
| 1Y | +4.1% | +20.1% | -16.0% | -1.6% |
| 3Y | +12.5% | +77.6% | -65.0% | -6.3% |
| 5Y | +0.4% | +82.4% | -82.1% | -18.3% |
| All | +13.9% | +171.2% | -157.3% | -14.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling