+105.2%
AFSM vs VOO
+169.4%
-64.2%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.2% |
| 7D | +3.2% | +2.6% | +0.7% | +0.7% |
| 30D | -0.5% | -2.0% | +1.5% | +1.5% |
| 3M | -5.1% | -2.8% | -2.3% | -2.4% |
| 6M | +4.7% | +2.2% | +2.6% | +2.5% |
| YTD | +19.3% | +11.5% | +7.8% | +7.2% |
| 1Y | +23.8% | +13.5% | +10.3% | +9.4% |
| 3Y | +70.7% | +78.1% | -7.4% | -2.5% |
| 5Y | +41.3% | +73.1% | -31.9% | -17.1% |
| All | +105.2% | +169.4% | -64.2% | -15.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling