-22.3%
AGPU vs VOO
+20.9%
-43.2%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.4% | +8.4% | +9.2% |
| 7D | +7.6% | +0.1% | +7.5% | +7.1% |
| 30D | +16.1% | +0.1% | +16.0% | +15.5% |
| 3M | +30.6% | +2.0% | +28.6% | +24.2% |
| 6M | +502.8% | +13.0% | +489.8% | +326.6% |
| YTD | +49.2% | +13.6% | +35.6% | +7.2% |
| 1Y | -22.3% | +20.1% | -42.3% | -50.3% |
| All | -22.3% | +20.9% | -43.2% | -50.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling