+88.6%
AG vs VEU
+23.8%
+64.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.0% | -4.0% | -5.5% |
| 7D | -6.7% | -1.4% | -5.3% | -3.5% |
| 30D | +2.2% | -0.4% | +2.6% | +3.5% |
| 3M | +15.7% | +2.5% | +13.2% | +9.8% |
| 6M | -23.8% | +11.1% | -34.9% | -38.3% |
| YTD | +17.6% | +16.5% | +1.1% | -13.5% |
| 1Y | +88.6% | +22.9% | +65.7% | +20.3% |
| All | +88.6% | +23.8% | +64.8% | +20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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