+22.1%
AFJK vs VOO
+61.3%
-39.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.2% |
| 7D | +1.6% | +2.6% | -1.0% | +1.5% |
| 30D | -0.9% | -2.0% | +1.1% | -0.8% |
| 3M | +3.3% | -2.8% | +6.0% | +3.4% |
| 6M | -69.9% | +2.2% | -72.1% | -69.9% |
| YTD | -80.6% | +11.5% | -92.2% | -80.7% |
| 1Y | +2.6% | +13.5% | -10.9% | +2.5% |
| All | +22.1% | +61.3% | -39.2% | +21.6% |
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