+125.5%
AGCC vs VOO
+13.8%
+111.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -2.8% |
| 7D | -6.5% | -2.0% | -4.5% | -4.2% |
| 30D | -9.1% | -1.7% | -7.5% | -7.3% |
| 3M | -9.3% | +4.7% | -14.1% | -14.7% |
| 6M | -26.6% | +12.6% | -39.2% | -37.8% |
| YTD | +39.8% | +11.8% | +28.0% | +20.8% |
| All | +125.5% | +13.8% | +111.7% | +84.3% |
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