+805.8%
VOO vs AG
+203.8%
+602.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.9% | +5.5% | 0.0% |
| 7D | -0.6% | +6.0% | -6.5% | -1.0% |
| 30D | -3.6% | -13.5% | +9.9% | -2.8% |
| 3M | -2.7% | -20.7% | +18.0% | -1.5% |
| 6M | +2.2% | -31.5% | +33.8% | +4.1% |
| YTD | +10.9% | -10.1% | +21.0% | +10.2% |
| 1Y | +11.3% | +26.0% | -14.7% | +8.1% |
| 3Y | +76.9% | +228.9% | -152.0% | +58.1% |
| 5Y | +73.5% | +8.7% | +64.8% | +62.6% |
| 10Y | +307.7% | +71.9% | +235.8% | +256.9% |
| All | +805.8% | +203.8% | +602.0% | +570.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling