-92.7%
AGRZ vs VOO
+16.5%
-109.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.0% | +2.0% |
| 7D | +10.5% | +0.5% | +9.9% | +11.0% |
| 30D | -29.2% | -0.9% | -28.3% | -29.9% |
| 3M | -12.9% | +3.9% | -16.8% | -9.2% |
| 6M | -37.9% | +14.5% | -52.5% | -30.9% |
| YTD | -70.6% | +13.0% | -83.5% | -65.6% |
| All | -92.7% | +16.5% | -109.2% | -90.7% |
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