+88.6%
AG vs VNQ
+7.2%
+81.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.7% | -3.5% |
| 7D | -6.7% | -1.3% | -5.5% | -5.8% |
| 30D | +2.2% | -2.6% | +4.7% | +4.4% |
| 3M | +15.7% | -2.0% | +17.7% | +17.0% |
| 6M | -23.8% | +4.3% | -28.1% | -27.8% |
| YTD | +17.6% | +9.2% | +8.4% | +7.3% |
| 1Y | +88.6% | +5.6% | +83.0% | +67.1% |
| All | +88.6% | +7.2% | +81.4% | +67.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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