+114.1%
AG vs VSH
+109.0%
+5.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.9% | -3.9% | -4.6% |
| 7D | -5.8% | +3.1% | -8.9% | -6.8% |
| 30D | +6.4% | -5.7% | +12.1% | +8.2% |
| 3M | +28.4% | -42.5% | +70.8% | +51.0% |
| 6M | -24.5% | +82.7% | -107.1% | -47.0% |
| YTD | +21.2% | +118.2% | -97.0% | -24.9% |
| 1Y | +114.1% | +109.7% | +4.4% | +39.8% |
| All | +114.1% | +109.0% | +5.1% | +39.8% |
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