+569.2%
AFL vs VOO
+812.0%
-242.8%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.2% | -1.2% |
| 7D | -0.7% | +0.5% | -1.3% | -1.2% |
| 30D | -7.1% | -0.9% | -6.2% | -6.3% |
| 3M | +0.4% | +3.9% | -3.5% | -3.7% |
| 6M | +4.5% | +14.5% | -10.0% | -9.3% |
| YTD | +6.1% | +13.0% | -6.9% | -7.0% |
| 1Y | +10.6% | +19.4% | -8.9% | -8.7% |
| 3Y | +64.0% | +78.9% | -14.8% | -12.9% |
| 5Y | +133.7% | +82.3% | +51.5% | +18.7% |
| 10Y | +298.0% | +314.2% | -16.2% | -23.5% |
| All | +569.2% | +812.0% | -242.8% | -61.4% |
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