+138.5%
AGCC vs VOO
+15.6%
+122.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.7% |
| 7D | -2.8% | +0.1% | -2.9% | -3.0% |
| 30D | -4.2% | +0.1% | -4.2% | -4.2% |
| 3M | -5.1% | +2.0% | -7.1% | -6.8% |
| 6M | +2.9% | +13.0% | -10.1% | -13.0% |
| YTD | +47.8% | +13.6% | +34.3% | +25.3% |
| All | +138.5% | +15.6% | +122.9% | +91.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling