+22.2%
AGGY vs VOO
+346.0%
-323.8%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.1% |
| 7D | -1.1% | -0.8% | -0.3% | -1.1% |
| 30D | -1.1% | -1.1% | 0.0% | -1.1% |
| 3M | -2.3% | +3.9% | -6.2% | -2.4% |
| 6M | -1.7% | +13.6% | -15.3% | -2.1% |
| YTD | -1.6% | +12.7% | -14.3% | -2.0% |
| 1Y | -1.2% | +17.6% | -18.8% | -1.7% |
| 3Y | +13.8% | +77.3% | -63.6% | +11.8% |
| 5Y | -3.2% | +84.1% | -87.3% | -5.2% |
| 10Y | +14.3% | +323.5% | -309.3% | +14.9% |
| All | +22.2% | +346.0% | -323.8% | +23.5% |
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