+314.1%
VOO vs AG
+73.4%
+240.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.9% | +4.3% | -0.3% |
| 7D | -2.0% | -5.8% | +3.8% | -1.6% |
| 30D | -1.7% | +6.4% | -8.0% | -2.2% |
| 3M | +4.7% | +28.4% | -23.6% | +2.6% |
| 6M | +12.6% | -24.5% | +37.0% | +13.9% |
| YTD | +11.8% | +21.2% | -9.4% | +8.8% |
| 1Y | +17.5% | +114.1% | -96.6% | +9.4% |
| 3Y | +77.0% | +268.0% | -191.1% | +55.0% |
| 5Y | +82.6% | +67.3% | +15.2% | +65.1% |
| All | +314.1% | +73.4% | +240.6% | +266.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling