-67.2%
AFRU vs VOO
+15.9%
-83.1%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | +2.0% |
| 7D | -16.7% | -2.0% | -14.7% | -7.4% |
| 30D | -24.5% | -1.7% | -22.8% | -16.5% |
| 3M | +3.3% | +4.7% | -1.5% | -14.8% |
| 6M | +42.7% | +12.6% | +30.1% | -12.3% |
| YTD | -43.2% | +11.8% | -55.0% | -63.0% |
| All | -67.2% | +15.9% | -83.1% | -81.8% |
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