-87.9%
AGL vs VOO
+98.5%
-186.4%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +2.9% | +2.9% |
| 7D | +7.1% | -0.4% | +7.5% | +7.4% |
| 30D | -3.3% | -1.4% | -1.9% | -1.9% |
| 3M | -8.4% | +3.7% | -12.1% | -11.3% |
| 6M | +523.9% | +13.0% | +510.9% | +457.9% |
| YTD | +443.3% | +12.4% | +430.9% | +392.4% |
| 1Y | +225.5% | +18.6% | +206.9% | +183.5% |
| 3Y | -79.7% | +78.1% | -157.8% | -88.3% |
| 5Y | -88.1% | +82.3% | -170.4% | -93.0% |
| All | -87.9% | +98.5% | -186.4% | -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 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