+340.6%
AG vs VOO
+817.1%
-476.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.6% |
| 7D | +1.0% | +0.1% | +0.9% | +1.0% |
| 30D | +19.2% | +0.1% | +19.1% | +19.2% |
| 3M | +6.2% | +2.0% | +4.1% | +5.2% |
| 6M | -26.7% | +13.0% | -39.7% | -33.0% |
| YTD | +26.1% | +13.6% | +12.5% | +15.3% |
| 1Y | +131.7% | +20.1% | +111.6% | +103.5% |
| 3Y | +255.3% | +77.6% | +177.8% | +129.6% |
| 5Y | +61.9% | +82.4% | -20.5% | +2.3% |
| 10Y | +72.0% | +316.8% | -244.8% | -47.1% |
| All | +340.6% | +817.1% | -476.5% | -56.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling