+72.8%
AG vs VO
+42.2%
+30.5%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +2.9% | +3.1% |
| 7D | -0.1% | -0.6% | +0.5% | +0.6% |
| 30D | +12.5% | -1.9% | +14.4% | +15.3% |
| 3M | +28.2% | +3.3% | +24.9% | +24.0% |
| 6M | -18.8% | +9.7% | -28.5% | -26.2% |
| YTD | +27.4% | +12.6% | +14.8% | +13.7% |
| 1Y | +132.2% | +13.6% | +118.5% | +106.3% |
| 3Y | +286.9% | +56.8% | +230.0% | +146.9% |
| 5Y | +72.8% | +42.3% | +30.5% | +17.8% |
| All | +72.8% | +42.2% | +30.5% | +17.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling