-25.1%
AFGE vs VOO
+72.8%
-97.8%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.8% | -2.0% |
| 7D | -0.1% | -0.6% | +0.5% | +0.1% |
| 30D | -9.9% | -3.6% | -6.2% | -8.7% |
| 3M | -4.7% | -2.7% | -2.0% | -3.8% |
| 6M | -7.6% | +2.2% | -9.8% | -8.5% |
| YTD | -5.7% | +10.9% | -16.6% | -9.6% |
| 1Y | -9.3% | +11.3% | -20.7% | -13.2% |
| 3Y | +2.7% | +76.9% | -74.3% | -19.1% |
| 5Y | -25.1% | +73.5% | -98.6% | -40.8% |
| All | -25.1% | +72.8% | -97.8% | -40.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling