+7.3%
AGIO vs VOO
+464.4%
-457.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +1.9% | +2.1% |
| 7D | -1.9% | +0.5% | -2.5% | -2.7% |
| 30D | +4.0% | -0.9% | +4.9% | +5.1% |
| 3M | +22.3% | +3.9% | +18.4% | +15.5% |
| 6M | +22.1% | +14.5% | +7.6% | +1.8% |
| YTD | +23.3% | +13.0% | +10.3% | +4.4% |
| 1Y | -7.9% | +19.4% | -27.3% | -27.6% |
| 3Y | +28.5% | +78.9% | -50.4% | -39.9% |
| 5Y | -25.4% | +82.3% | -107.7% | -65.4% |
| 10Y | -28.1% | +314.2% | -342.3% | -90.9% |
| All | +7.3% | +464.4% | -457.1% | -93.1% |
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