-34.7%
AGQ vs VOO
+14.7%
-49.4%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +1.6% | +8.9% | +3.6% |
| 7D | -8.2% | -0.7% | -7.4% | -4.5% |
| 30D | -28.6% | -1.1% | -27.5% | -23.8% |
| 3M | -27.6% | -0.3% | -27.3% | -24.4% |
| 6M | -55.2% | +7.4% | -62.6% | -64.1% |
| YTD | -68.5% | +13.4% | -81.8% | -77.5% |
| 1Y | -34.7% | +14.8% | -49.5% | -53.7% |
| All | -34.7% | +14.7% | -49.4% | -53.7% |
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