+223.2%
AGNC vs VOO
+810.0%
-586.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.9% |
| 7D | -4.7% | -0.8% | -3.9% | -4.2% |
| 30D | -5.7% | -1.1% | -4.6% | -5.0% |
| 3M | +1.9% | +3.9% | -2.0% | -0.6% |
| 6M | +1.8% | +13.6% | -11.8% | -6.2% |
| YTD | +3.4% | +12.7% | -9.3% | -4.2% |
| 1Y | +13.6% | +17.6% | -4.0% | +2.3% |
| 3Y | +60.4% | +77.3% | -17.0% | +11.1% |
| 5Y | +27.0% | +84.1% | -57.2% | -14.3% |
| 10Y | +83.1% | +323.5% | -240.5% | -19.1% |
| All | +223.2% | +810.0% | -586.9% | -3.5% |
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