-92.9%
AGEN vs VOO
+807.8%
-900.7%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -0.5% | -7.2% | -7.1% |
| 7D | -15.2% | -0.4% | -14.8% | -14.7% |
| 30D | -2.0% | -1.4% | -0.6% | 0.0% |
| 3M | +120.6% | +3.7% | +116.9% | +109.6% |
| 6M | +117.8% | +13.0% | +104.7% | +86.2% |
| YTD | +118.5% | +12.4% | +106.0% | +88.2% |
| 1Y | +35.3% | +18.6% | +16.7% | +9.0% |
| 3Y | -72.1% | +78.1% | -150.2% | -85.9% |
| 5Y | -94.7% | +82.3% | -176.9% | -97.3% |
| 10Y | -94.3% | +322.5% | -416.8% | -99.0% |
| All | -92.9% | +807.8% | -900.7% | -99.6% |
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