+109.8%
AFMC vs VOO
+162.6%
-52.9%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.4% |
| 7D | -3.4% | -2.7% | -0.7% | -1.0% |
| 30D | -2.2% | -5.4% | +3.1% | +2.8% |
| 3M | -5.1% | -4.1% | -1.0% | -1.5% |
| 6M | -0.7% | +0.7% | -1.5% | -1.6% |
| YTD | +14.1% | +8.7% | +5.4% | +5.3% |
| 1Y | +18.1% | +11.0% | +7.2% | +7.0% |
| 3Y | +70.9% | +75.5% | -4.6% | +1.2% |
| 5Y | +52.4% | +68.4% | -16.0% | -6.5% |
| All | +109.8% | +162.6% | -52.9% | -10.2% |
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