+856.9%
AGYS vs VOO
+325.3%
+531.6%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.8% | -1.8% |
| 7D | -6.2% | -0.8% | -5.4% | -5.5% |
| 30D | -2.7% | -1.1% | -1.6% | -1.5% |
| 3M | +13.8% | +3.9% | +10.0% | +9.4% |
| 6M | +44.1% | +13.6% | +30.5% | +25.9% |
| YTD | -12.1% | +12.7% | -24.8% | -22.5% |
| 1Y | -4.2% | +17.6% | -21.8% | -19.0% |
| 3Y | +55.7% | +77.3% | -21.6% | -11.5% |
| 5Y | +104.9% | +84.1% | +20.8% | +12.3% |
| All | +856.9% | +325.3% | +531.6% | +110.9% |
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