+472.3%
AGO vs VOO
+802.4%
-330.1%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.9% |
| 7D | -3.6% | -2.0% | -1.6% | -1.5% |
| 30D | -2.5% | -1.7% | -0.8% | -0.6% |
| 3M | -3.3% | +4.7% | -8.1% | -8.7% |
| 6M | -13.1% | +12.6% | -25.7% | -24.8% |
| YTD | -17.5% | +11.8% | -29.3% | -28.2% |
| 1Y | -9.3% | +17.5% | -26.9% | -25.8% |
| 3Y | +27.6% | +77.0% | -49.3% | -36.9% |
| 5Y | +68.9% | +82.6% | -13.7% | -20.8% |
| 10Y | +211.8% | +320.0% | -108.1% | -50.4% |
| All | +472.3% | +802.4% | -330.1% | -74.2% |
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