-52.8%
AGIO vs VOO
+309.6%
-362.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | -0.1% |
| 7D | +7.4% | +2.6% | +4.8% | +4.5% |
| 30D | +2.0% | -2.0% | +4.0% | +5.3% |
| 3M | -5.6% | -2.8% | -2.8% | -1.8% |
| 6M | +9.8% | +2.2% | +7.6% | +7.2% |
| YTD | +16.1% | +11.5% | +4.5% | +2.3% |
| 1Y | -25.7% | +13.5% | -39.2% | -36.1% |
| 3Y | +48.0% | +78.1% | -30.1% | -23.6% |
| 5Y | -24.8% | +73.1% | -97.9% | -59.4% |
| All | -52.8% | +309.6% | -362.5% | -92.8% |
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 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