+28.8%
AGIX vs VOO
+17.3%
+11.5%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -0.9% |
| 7D | -0.1% | -2.0% | +1.8% | +3.7% |
| 30D | +0.1% | -1.7% | +1.7% | +3.4% |
| 3M | +4.1% | +4.7% | -0.6% | -4.0% |
| 6M | +31.3% | +12.6% | +18.7% | +7.8% |
| YTD | +24.7% | +11.8% | +13.0% | +4.0% |
| 1Y | +28.8% | +17.5% | +11.2% | -2.7% |
| All | +28.8% | +17.3% | +11.5% | -2.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling