+822.6%
VOO vs AFL
+564.4%
+258.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.2% | +0.2% |
| 7D | +0.5% | -0.7% | +1.3% | +0.9% |
| 30D | -0.9% | -7.1% | +6.2% | +2.2% |
| 3M | +3.9% | +0.4% | +3.5% | +3.3% |
| 6M | +14.5% | +4.5% | +10.0% | +11.7% |
| YTD | +13.0% | +6.1% | +6.9% | +9.2% |
| 1Y | +19.4% | +10.6% | +8.9% | +13.0% |
| 3Y | +78.9% | +64.0% | +14.8% | +39.0% |
| 5Y | +82.3% | +133.7% | -51.5% | +19.0% |
| 10Y | +314.2% | +298.0% | +16.2% | +100.3% |
| All | +822.6% | +564.4% | +258.2% | +227.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling