+24.0%
AFRI vs VOO
+109.4%
-85.3%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.8% | -1.1% |
| 7D | +2.0% | -0.6% | +2.6% | +2.3% |
| 30D | -0.6% | -3.6% | +3.1% | +0.7% |
| 3M | +17.7% | -2.7% | +20.4% | +18.8% |
| 6M | +24.5% | +2.2% | +22.3% | +23.6% |
| YTD | +14.7% | +10.9% | +3.8% | +10.9% |
| 1Y | +31.6% | +11.3% | +20.3% | +27.0% |
| 3Y | +13.7% | +76.9% | -63.3% | -2.2% |
| 5Y | +25.5% | +73.5% | -48.0% | +5.7% |
| All | +24.0% | +109.4% | -85.3% | +2.3% |
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