+69.8%
AG vs VO
+197.6%
-127.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.9% | -4.4% | -4.5% |
| 7D | -6.0% | +2.9% | -9.0% | -8.4% |
| 30D | -14.3% | +1.0% | -15.3% | -14.9% |
| 3M | -26.9% | -1.7% | -25.2% | -25.5% |
| 6M | -42.1% | +6.7% | -48.8% | -44.5% |
| YTD | -15.9% | +14.0% | -29.8% | -22.8% |
| 1Y | +11.5% | +13.7% | -2.2% | +2.9% |
| 3Y | +208.0% | +65.8% | +142.1% | +117.4% |
| 5Y | +2.4% | +36.6% | -34.2% | -18.6% |
| All | +69.8% | +197.6% | -127.8% | -7.3% |
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