+34.0%
AGZ vs VOO
+803.9%
-769.8%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | -1.0% | +3.3% | -4.3% | -1.0% |
| 30D | +0.6% | -2.7% | +3.3% | +0.5% |
| 3M | -0.8% | -1.7% | +1.0% | -0.8% |
| 6M | -0.3% | +3.1% | -3.5% | -0.3% |
| YTD | -0.2% | +11.9% | -12.2% | +0.1% |
| 1Y | +0.5% | +12.1% | -11.6% | +0.8% |
| 3Y | +12.4% | +78.6% | -66.2% | +14.3% |
| 5Y | +5.6% | +73.8% | -68.2% | +7.2% |
| 10Y | +20.0% | +312.3% | -292.3% | +27.4% |
| All | +34.0% | +803.9% | -769.8% | +48.7% |
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