-62.8%
AFRU vs VOO
+17.8%
-80.6%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.4% | -5.1% | -3.5% |
| 7D | -15.4% | +0.1% | -15.5% | -15.3% |
| 30D | -19.4% | +0.1% | -19.5% | -18.7% |
| 3M | -3.5% | +2.0% | -5.5% | -8.0% |
| 6M | +55.7% | +13.0% | +42.6% | -7.0% |
| YTD | -35.6% | +13.6% | -49.2% | -61.4% |
| All | -62.8% | +17.8% | -80.6% | -81.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling