-92.9%
AGRZ vs VOO
+17.2%
-110.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +1.6% |
| 7D | -7.8% | +0.1% | -7.9% | -7.8% |
| 30D | -29.8% | +0.1% | -29.8% | -29.8% |
| 3M | -26.3% | +2.0% | -28.3% | -23.9% |
| 6M | -43.1% | +13.0% | -56.2% | -34.2% |
| YTD | -71.3% | +13.6% | -84.9% | -66.3% |
| All | -92.9% | +17.2% | -110.1% | -90.9% |
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