-18.0%
AFGE vs VOO
+149.4%
-167.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.1% | +0.9% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | +0.3% | +0.1% | +0.3% | +0.3% |
| 3M | +0.7% | +2.0% | -1.3% | -0.1% |
| 6M | -3.6% | +13.0% | -16.6% | -7.7% |
| YTD | -0.9% | +13.6% | -14.5% | -5.4% |
| 1Y | -4.1% | +20.1% | -24.2% | -10.3% |
| 3Y | +7.6% | +77.6% | -69.9% | -13.4% |
| 5Y | -22.3% | +82.4% | -104.7% | -38.8% |
| All | -18.0% | +149.4% | -167.4% | -37.9% |
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