+73.0%
AGNCO vs VOO
+184.1%
-111.1%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | -0.3% |
| 7D | +0.1% | -0.8% | +0.9% | +0.5% |
| 30D | +0.2% | -1.1% | +1.3% | +0.7% |
| 3M | +2.8% | +3.9% | -1.1% | +0.9% |
| 6M | +5.7% | +13.6% | -7.9% | -0.5% |
| YTD | +7.5% | +12.7% | -5.3% | +1.4% |
| 1Y | +9.9% | +17.6% | -7.7% | +1.6% |
| 3Y | +41.7% | +77.3% | -35.7% | +4.4% |
| 5Y | +47.0% | +84.1% | -37.2% | +4.2% |
| All | +73.0% | +184.1% | -111.1% | -15.3% |
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