+14.8%
VOO vs AG
+29.4%
-14.6%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +9.1% | -7.5% | +0.8% |
| 7D | -0.7% | -2.6% | +1.9% | -0.6% |
| 30D | -1.1% | -12.1% | +11.0% | -0.1% |
| 3M | -0.3% | -6.6% | +6.3% | -0.2% |
| 6M | +7.4% | -20.5% | +27.8% | +8.4% |
| YTD | +13.4% | -7.4% | +20.8% | +11.8% |
| 1Y | +14.8% | +33.4% | -18.6% | +9.1% |
| All | +14.8% | +29.4% | -14.6% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 1y: compounded portfolio wealth divided by compounded AG 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…
1y analysis · Full analysis span regression · 6 months rolling