-99.7%
AGMH vs VOO
+222.1%
-321.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.1% | -2.8% |
| 7D | -7.1% | -0.8% | -6.4% | -6.7% |
| 30D | -16.7% | -1.1% | -15.6% | -16.2% |
| 3M | -29.1% | +3.9% | -33.0% | -30.4% |
| 6M | -27.9% | +13.6% | -41.5% | -31.8% |
| YTD | -56.4% | +12.7% | -69.2% | -58.6% |
| 1Y | -56.9% | +17.6% | -74.5% | -59.7% |
| 3Y | -99.0% | +77.3% | -176.3% | -99.2% |
| 5Y | -99.8% | +84.1% | -183.9% | -99.8% |
| All | -99.7% | +222.1% | -321.8% | -99.8% |
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