+8.2%
AJG vs VOO
+77.4%
-69.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -1.4% |
| 7D | -8.3% | -0.8% | -7.5% | -8.1% |
| 30D | -5.7% | -1.1% | -4.6% | -5.5% |
| 3M | +9.1% | +3.9% | +5.2% | +8.0% |
| 6M | +15.2% | +13.6% | +1.6% | +10.7% |
| YTD | -6.3% | +12.7% | -19.0% | -9.8% |
| 1Y | -19.1% | +17.6% | -36.7% | -23.5% |
| 3Y | +8.2% | +77.3% | -69.1% | -16.5% |
| All | +8.2% | +77.4% | -69.2% | -16.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling