+3.2%
AGPU vs VOO
+14.7%
-11.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.6% | -3.2% | -7.5% |
| 7D | -16.9% | -0.7% | -16.2% | -14.5% |
| 30D | -42.7% | -1.1% | -41.7% | -39.5% |
| 3M | -17.4% | -0.3% | -17.1% | -14.6% |
| 6M | +43.1% | +7.4% | +35.7% | +19.4% |
| YTD | +4.1% | +13.4% | -9.3% | -23.3% |
| 1Y | +3.2% | +14.8% | -11.6% | -26.0% |
| All | +3.2% | +14.7% | -11.5% | -26.0% |
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