+279.0%
AG vs VO
+57.7%
+221.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.5% | -0.1% |
| 7D | +4.5% | +0.6% | +3.9% | +3.5% |
| 30D | +12.9% | -1.1% | +13.9% | +15.0% |
| 3M | +20.9% | +4.5% | +16.4% | +13.6% |
| 6M | -19.5% | +11.1% | -30.6% | -30.2% |
| YTD | +24.8% | +13.5% | +11.3% | +6.5% |
| 1Y | +120.2% | +14.5% | +105.8% | +87.1% |
| 3Y | +279.0% | +58.1% | +220.9% | +115.2% |
| All | +279.0% | +57.7% | +221.3% | +115.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling