-42.8%
AFRU vs VOO
+12.9%
-55.7%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -4.0% |
| 7D | 0.0% | -0.9% | +0.9% | +1.8% |
| 30D | -6.6% | +3.5% | -10.0% | -21.9% |
| 3M | -6.6% | +3.5% | -10.0% | -21.9% |
| 6M | -8.5% | +3.3% | -11.9% | -23.1% |
| YTD | -41.0% | +12.3% | -53.4% | -63.9% |
| All | -42.8% | +12.9% | -55.7% | -67.9% |
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