-66.0%
AFRU vs VOO
+16.5%
-82.5%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -4.7% |
| 7D | 0.0% | -0.9% | +0.9% | +1.7% |
| 30D | -6.6% | +3.5% | -10.0% | -23.7% |
| 3M | -6.6% | +3.5% | -10.0% | -23.7% |
| 6M | -8.5% | +3.3% | -11.9% | -24.8% |
| YTD | -41.0% | +12.3% | -53.4% | -66.0% |
| 1Y | -46.7% | +12.5% | -59.2% | -68.9% |
| All | -66.0% | +16.5% | -82.5% | -83.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling