-97.0%
AGRZ vs VOO
+15.0%
-112.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.4% |
| 7D | -1.9% | +2.6% | -4.5% | -1.6% |
| 30D | -35.8% | -2.0% | -33.8% | -36.7% |
| 3M | -60.3% | -2.8% | -57.5% | -61.2% |
| 6M | -71.9% | +2.2% | -74.0% | -70.9% |
| YTD | -87.8% | +11.5% | -99.4% | -85.9% |
| 1Y | -96.3% | +13.5% | -109.8% | -96.0% |
| All | -97.0% | +15.0% | -112.0% | -96.2% |
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