+36.1%
AGZD vs VOO
+427.4%
-391.3%
-8.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.1% |
| 7D | 0.0% | -2.0% | +2.0% | +0.1% |
| 30D | +0.3% | -1.7% | +1.9% | +0.3% |
| 3M | +0.6% | +4.7% | -4.1% | +0.6% |
| 6M | +2.4% | +12.6% | -10.1% | +2.2% |
| YTD | +3.0% | +11.8% | -8.8% | +2.8% |
| 1Y | +4.9% | +17.5% | -12.7% | +4.6% |
| 3Y | +17.4% | +77.0% | -59.6% | +16.3% |
| 5Y | +24.4% | +82.6% | -58.2% | +23.1% |
| 10Y | +36.9% | +320.0% | -283.0% | +33.1% |
| All | +36.1% | +427.4% | -391.3% | +31.7% |
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