+918.5%
AGX vs VOO
+325.3%
+593.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.8% | +3.5% | +3.6% |
| 7D | -1.0% | -0.8% | -0.2% | -0.3% |
| 30D | -27.7% | -1.1% | -26.6% | -26.9% |
| 3M | -33.6% | +3.9% | -37.5% | -35.4% |
| 6M | -12.4% | +13.6% | -26.0% | -21.0% |
| YTD | +32.4% | +12.7% | +19.7% | +20.3% |
| 1Y | +78.7% | +17.6% | +61.2% | +58.0% |
| 3Y | +849.7% | +77.3% | +772.4% | +522.5% |
| 5Y | +908.1% | +84.1% | +823.9% | +530.9% |
| All | +918.5% | +325.3% | +593.2% | +165.1% |
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