+282.7%
AG vs VEU
+74.2%
+208.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +2.9% | +3.7% |
| 7D | -0.1% | +0.3% | -0.4% | -0.8% |
| 30D | +12.5% | +0.7% | +11.8% | +11.2% |
| 3M | +28.2% | +4.7% | +23.5% | +17.8% |
| 6M | -18.8% | +11.6% | -30.5% | -33.3% |
| YTD | +27.4% | +16.8% | +10.6% | -2.0% |
| 1Y | +132.2% | +24.9% | +107.3% | +59.2% |
| All | +282.7% | +74.2% | +208.5% | +63.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling