-38.8%
AGQ vs VOO
+807.8%
-846.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.5% | +4.9% | +4.9% |
| 7D | +5.8% | -0.4% | +6.1% | +6.1% |
| 30D | +2.9% | -1.4% | +4.2% | +4.2% |
| 3M | -0.1% | +3.7% | -3.8% | -2.4% |
| 6M | -48.0% | +13.0% | -61.1% | -51.8% |
| YTD | -45.7% | +12.4% | -58.1% | -48.8% |
| 1Y | +41.2% | +18.6% | +22.6% | +28.6% |
| 3Y | +218.4% | +78.1% | +140.4% | +118.0% |
| 5Y | +120.6% | +82.3% | +38.3% | +47.2% |
| 10Y | +76.2% | +322.5% | -246.3% | -33.5% |
| All | -38.8% | +807.8% | -846.6% | -89.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling