-26.6%
AGIO vs VOO
+325.3%
-351.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -1.1% |
| 7D | +1.5% | -0.8% | +2.3% | +2.4% |
| 30D | -1.8% | -1.1% | -0.7% | -0.7% |
| 3M | +17.0% | +3.9% | +13.1% | +11.3% |
| 6M | +19.7% | +13.6% | +6.1% | +2.4% |
| YTD | +23.4% | +12.7% | +10.7% | +6.5% |
| 1Y | -7.9% | +17.6% | -25.5% | -24.7% |
| 3Y | +25.0% | +77.3% | -52.3% | -36.1% |
| 5Y | -25.6% | +84.1% | -109.8% | -63.0% |
| All | -26.6% | +325.3% | -351.9% | -89.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling