+61.6%
AG vs VO
+200.3%
-138.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.8% | -3.7% | -3.6% |
| 7D | -6.7% | -1.5% | -5.2% | -5.5% |
| 30D | +2.2% | -3.0% | +5.2% | +5.0% |
| 3M | +15.7% | +2.8% | +12.9% | +13.4% |
| 6M | -23.8% | +10.9% | -34.7% | -29.3% |
| YTD | +17.6% | +12.5% | +5.2% | +8.8% |
| 1Y | +88.6% | +12.0% | +76.7% | +75.6% |
| 3Y | +253.4% | +56.3% | +197.1% | +158.3% |
| 5Y | +62.4% | +42.9% | +19.5% | +25.6% |
| All | +61.6% | +200.3% | -138.6% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling