+131.7%
AG vs VSH
+118.1%
+13.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +4.4% | -6.4% | -3.4% |
| 7D | +1.0% | +4.1% | -3.0% | -0.3% |
| 30D | +19.2% | -4.2% | +23.3% | +20.4% |
| 3M | +6.2% | -50.0% | +56.1% | +32.3% |
| 6M | -26.7% | +80.2% | -106.9% | -47.9% |
| YTD | +26.1% | +121.1% | -95.0% | -22.1% |
| 1Y | +131.7% | +112.0% | +19.7% | +53.5% |
| All | +131.7% | +118.1% | +13.5% | +53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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