+5.3%
AGGA vs VOO
+37.0%
-31.8%
-1.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | -0.1% |
| 7D | -0.1% | -0.4% | +0.3% | 0.0% |
| 30D | 0.0% | -1.4% | +1.4% | +0.1% |
| 3M | +0.1% | +3.7% | -3.6% | -0.2% |
| 6M | +0.1% | +13.0% | -13.0% | -1.0% |
| YTD | +0.8% | +12.4% | -11.7% | -0.3% |
| 1Y | +1.8% | +18.6% | -16.8% | +0.4% |
| All | +5.3% | +37.0% | -31.8% | +2.8% |
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