+23.1%
AFIF vs VOO
+198.4%
-175.4%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | +0.2% | +0.1% | +0.1% | +0.2% |
| 3M | +0.7% | +2.0% | -1.3% | +0.6% |
| 6M | +1.6% | +13.0% | -11.5% | +1.0% |
| YTD | +2.2% | +13.6% | -11.3% | +1.6% |
| 1Y | +4.1% | +20.1% | -16.0% | +3.2% |
| 3Y | +21.2% | +77.6% | -56.4% | +18.1% |
| 5Y | +20.4% | +82.4% | -62.1% | +16.8% |
| All | +23.1% | +198.4% | -175.4% | +16.6% |
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