-92.3%
AGRZ vs VOO
+16.3%
-108.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +2.1% |
| 7D | +8.6% | -0.8% | +9.4% | +7.9% |
| 30D | +4.4% | -1.1% | +5.5% | +3.3% |
| 3M | -20.5% | +3.9% | -24.4% | -17.1% |
| 6M | -43.1% | +13.6% | -56.7% | -36.3% |
| YTD | -68.8% | +12.7% | -81.5% | -63.6% |
| All | -92.3% | +16.3% | -108.6% | -90.1% |
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