+18.6%
VOO vs AG
+124.1%
-105.5%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.1% | -2.5% | -0.6% |
| 7D | -0.4% | -0.1% | -0.3% | -0.4% |
| 30D | -1.4% | +12.5% | -13.8% | -2.4% |
| 3M | +3.7% | +28.2% | -24.4% | +1.4% |
| 6M | +13.0% | -18.8% | +31.9% | +13.2% |
| YTD | +12.4% | +27.4% | -14.9% | +9.0% |
| 1Y | +18.6% | +132.2% | -113.6% | +10.1% |
| All | +18.6% | +124.1% | -105.5% | +10.1% |
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