-99.7%
AGMH vs VOO
+221.3%
-321.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.6% |
| 7D | -3.7% | -0.4% | -3.4% | -3.5% |
| 30D | -16.2% | -1.4% | -14.8% | -15.6% |
| 3M | -29.6% | +3.7% | -33.3% | -30.6% |
| 6M | -27.0% | +13.0% | -40.0% | -30.7% |
| YTD | -55.3% | +12.4% | -67.8% | -57.4% |
| 1Y | -60.0% | +18.6% | -78.6% | -62.7% |
| 3Y | -98.9% | +78.1% | -177.0% | -99.2% |
| 5Y | -99.8% | +82.3% | -182.1% | -99.9% |
| All | -99.7% | +221.3% | -321.0% | -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 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