+75.9%
AG vs VOO
+81.4%
-5.5%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.5% | +2.6% |
| 7D | -0.1% | -0.4% | +0.3% | +0.3% |
| 30D | +12.5% | -1.4% | +13.8% | +14.5% |
| 3M | +28.2% | +3.7% | +24.4% | +23.6% |
| 6M | -18.8% | +13.0% | -31.9% | -28.1% |
| YTD | +27.4% | +12.4% | +14.9% | +14.1% |
| 1Y | +132.2% | +18.6% | +113.6% | +98.2% |
| 3Y | +286.9% | +78.1% | +208.8% | +120.4% |
| All | +75.9% | +81.4% | -5.5% | -5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling