+7,167.7%
AGX vs VOO
+807.8%
+6,359.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.5% | -7.5% | -7.5% |
| 7D | -2.0% | -0.4% | -1.7% | -1.6% |
| 30D | -30.8% | -1.4% | -29.4% | -29.8% |
| 3M | -34.4% | +3.7% | -38.2% | -36.4% |
| 6M | -13.6% | +13.0% | -26.7% | -23.5% |
| YTD | +28.7% | +12.4% | +16.3% | +14.7% |
| 1Y | +85.8% | +18.6% | +67.3% | +58.4% |
| 3Y | +841.6% | +78.1% | +763.5% | +444.7% |
| 5Y | +844.0% | +82.3% | +761.8% | +417.5% |
| 10Y | +897.8% | +322.5% | +575.3% | +82.5% |
| All | +7,167.7% | +807.8% | +6,359.9% | +249.5% |
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