+331.0%
AGD vs VOO
+812.0%
-480.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | 0.0% |
| 7D | -1.3% | +0.5% | -1.8% | -1.8% |
| 30D | +0.1% | -0.9% | +1.1% | +0.9% |
| 3M | +1.6% | +3.9% | -2.3% | -1.6% |
| 6M | +8.6% | +14.5% | -5.9% | -3.0% |
| YTD | +12.4% | +13.0% | -0.5% | +1.4% |
| 1Y | +11.3% | +19.4% | -8.2% | -4.0% |
| 3Y | +84.7% | +78.9% | +5.8% | +12.2% |
| 5Y | +58.8% | +82.3% | -23.5% | -5.9% |
| 10Y | +227.7% | +314.2% | -86.6% | -7.9% |
| All | +331.0% | +812.0% | -480.9% | -39.0% |
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