-99.9%
AGIG vs VOO
+802.4%
-902.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.1% | +3.8% |
| 7D | +3.5% | -2.0% | +5.5% | +4.5% |
| 30D | +32.6% | -1.7% | +34.2% | +33.5% |
| 3M | +0.9% | +4.7% | -3.9% | -1.5% |
| 6M | -33.0% | +12.6% | -45.5% | -36.8% |
| YTD | -40.4% | +11.8% | -52.2% | -43.5% |
| 1Y | -84.4% | +17.5% | -101.9% | -85.5% |
| 3Y | -94.7% | +77.0% | -171.6% | -96.1% |
| 5Y | -93.8% | +82.6% | -176.3% | -95.6% |
| 10Y | -95.3% | +320.0% | -415.3% | -98.6% |
| All | -99.9% | +802.4% | -902.3% | -100.0% |
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