+820.6%
VOO vs AJG
+1,272.0%
-451.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.1% | +1.4% |
| 7D | -0.8% | -8.3% | +7.5% | +3.3% |
| 30D | -1.1% | -5.7% | +4.6% | +1.5% |
| 3M | +3.9% | +9.1% | -5.2% | -1.8% |
| 6M | +13.6% | +15.2% | -1.6% | +3.6% |
| YTD | +12.7% | -6.3% | +19.0% | +13.4% |
| 1Y | +17.6% | -19.1% | +36.7% | +27.3% |
| 3Y | +77.3% | +8.2% | +69.1% | +56.8% |
| 5Y | +84.1% | +75.6% | +8.5% | +18.9% |
| 10Y | +323.5% | +471.1% | -147.6% | +27.5% |
| All | +820.6% | +1,272.0% | -451.3% | +54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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