+51.7%
AGOX vs VOO
+94.4%
-42.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | 0.0% |
| 7D | +0.4% | -0.4% | +0.8% | +0.7% |
| 30D | -2.8% | -1.4% | -1.4% | -1.5% |
| 3M | -1.9% | +3.7% | -5.7% | -5.3% |
| 6M | +19.0% | +13.0% | +5.9% | +6.0% |
| YTD | +17.0% | +12.4% | +4.6% | +4.8% |
| 1Y | +15.8% | +18.6% | -2.8% | -1.4% |
| 3Y | +53.7% | +78.1% | -24.4% | -10.0% |
| 5Y | +40.5% | +82.3% | -41.7% | -19.7% |
| All | +51.7% | +94.4% | -42.7% | -19.3% |
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 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