+117.7%
AFMC vs VOO
+171.3%
-53.6%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | -0.4% |
| 7D | -0.1% | -0.9% | +0.8% | +0.7% |
| 30D | +1.0% | -2.3% | +3.4% | +3.2% |
| 3M | -2.1% | -1.2% | -1.0% | -1.1% |
| 6M | +3.8% | +3.3% | +0.5% | +0.5% |
| YTD | +18.5% | +12.3% | +6.1% | +6.1% |
| 1Y | +21.0% | +12.5% | +8.5% | +8.2% |
| 3Y | +78.1% | +79.2% | -1.1% | +3.4% |
| 5Y | +58.0% | +75.7% | -17.7% | -6.8% |
| All | +117.7% | +171.3% | -53.6% | -9.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling