+9.7%
AFRI vs VOO
+113.2%
-103.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.0% | +1.6% |
| 7D | -1.0% | +0.5% | -1.5% | -1.2% |
| 30D | +0.1% | -0.9% | +1.0% | +0.4% |
| 3M | +13.1% | +3.9% | +9.3% | +11.7% |
| 6M | +15.6% | +14.5% | +1.1% | +10.5% |
| YTD | +1.5% | +13.0% | -11.5% | -2.6% |
| 1Y | +35.5% | +19.4% | +16.0% | +27.6% |
| 3Y | +1.1% | +78.9% | -77.8% | -13.6% |
| 5Y | +11.8% | +82.3% | -70.5% | -6.6% |
| All | +9.7% | +113.2% | -103.5% | -10.1% |
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