+156.2%
AGI vs VOO
+807.8%
-651.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.5% |
| 7D | +2.2% | -0.4% | +2.6% | +2.4% |
| 30D | +11.3% | -1.4% | +12.6% | +12.0% |
| 3M | +5.6% | +3.7% | +1.9% | +4.2% |
| 6M | -27.7% | +13.0% | -40.7% | -30.8% |
| YTD | -4.1% | +12.4% | -16.5% | -8.0% |
| 1Y | +13.8% | +18.6% | -4.8% | +7.1% |
| 3Y | +217.0% | +78.1% | +139.0% | +155.4% |
| 5Y | +404.3% | +82.3% | +322.1% | +299.1% |
| 10Y | +400.5% | +322.5% | +78.0% | +189.8% |
| All | +156.2% | +807.8% | -651.7% | -8.2% |
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