+59.6%
AGQ vs VOO
+325.3%
-265.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | +1.5% |
| 7D | -6.0% | -0.8% | -5.2% | -5.3% |
| 30D | -5.2% | -1.1% | -4.1% | -4.1% |
| 3M | -14.1% | +3.9% | -18.0% | -16.3% |
| 6M | -51.8% | +13.6% | -65.4% | -55.6% |
| YTD | -50.5% | +12.7% | -63.2% | -53.5% |
| 1Y | +24.3% | +17.6% | +6.7% | +13.5% |
| 3Y | +185.5% | +77.3% | +108.1% | +95.4% |
| 5Y | +106.5% | +84.1% | +22.4% | +36.0% |
| All | +59.6% | +325.3% | -265.7% | -31.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling