+83.7%
VOO vs AFL
+133.8%
-50.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.6% |
| 7D | -0.8% | -1.6% | +0.9% | -0.2% |
| 30D | -1.1% | -4.0% | +3.0% | +0.3% |
| 3M | +3.9% | -0.5% | +4.4% | +3.7% |
| 6M | +13.6% | +6.5% | +7.1% | +10.3% |
| YTD | +12.7% | +6.2% | +6.5% | +9.3% |
| 1Y | +17.6% | +8.3% | +9.3% | +12.8% |
| 3Y | +77.3% | +62.5% | +14.8% | +38.7% |
| All | +83.7% | +133.8% | -50.1% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 5y: compounded portfolio wealth divided by compounded AFL 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…
5y analysis · Full analysis span regression · 6 months rolling