+3,211.0%
AGM vs VOO
+807.8%
+2,403.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.3% |
| 7D | +0.8% | -0.4% | +1.2% | +1.2% |
| 30D | -3.9% | -1.4% | -2.5% | -2.6% |
| 3M | +30.3% | +3.7% | +26.6% | +25.3% |
| 6M | +41.7% | +13.0% | +28.7% | +25.1% |
| YTD | +30.4% | +12.4% | +17.9% | +15.4% |
| 1Y | +16.4% | +18.6% | -2.2% | -2.7% |
| 3Y | +46.8% | +78.1% | -31.3% | -19.4% |
| 5Y | +164.8% | +82.3% | +82.5% | +40.4% |
| 10Y | +674.9% | +322.5% | +352.4% | +57.4% |
| All | +3,211.0% | +807.8% | +2,403.2% | +119.8% |
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