+24.3%
AGQ vs VOO
+18.2%
+6.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | -1.0% |
| 7D | -6.0% | -0.8% | -5.2% | -3.1% |
| 30D | -5.2% | -1.1% | -4.1% | -0.9% |
| 3M | -14.1% | +3.9% | -18.0% | -24.7% |
| 6M | -51.8% | +13.6% | -65.4% | -67.0% |
| YTD | -50.5% | +12.7% | -63.2% | -63.6% |
| 1Y | +24.3% | +17.6% | +6.7% | -20.3% |
| All | +24.3% | +18.2% | +6.1% | -20.3% |
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