+22.2%
AFIF vs VOO
+184.8%
-162.6%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.4% | +4.3% | +0.1% |
| 7D | +0.1% | -4.7% | +4.8% | +0.3% |
| 30D | +0.4% | -5.9% | +6.3% | +0.7% |
| 3M | -0.6% | -4.5% | +4.0% | -0.3% |
| 6M | +0.2% | +1.9% | -1.6% | +0.1% |
| YTD | +1.5% | +8.4% | -6.9% | +1.1% |
| 1Y | +2.4% | +9.5% | -7.1% | +1.9% |
| 3Y | +19.5% | +75.3% | -55.8% | +16.5% |
| 5Y | +19.5% | +67.9% | -48.4% | +16.3% |
| All | +22.2% | +184.8% | -162.6% | +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 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