-79.9%
AGPU vs VOO
+77.4%
-157.3%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.8% | +4.9% | +4.5% |
| 7D | +4.7% | -0.8% | +5.5% | +6.0% |
| 30D | +38.9% | -1.1% | +40.0% | +41.1% |
| 3M | +56.0% | +3.9% | +52.1% | +49.4% |
| 6M | +512.1% | +13.6% | +498.4% | +425.3% |
| YTD | +56.2% | +12.7% | +43.5% | +36.6% |
| 1Y | -21.6% | +17.6% | -39.2% | -34.1% |
| 3Y | -79.9% | +77.3% | -157.2% | -88.8% |
| All | -79.9% | +77.4% | -157.3% | -88.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling