+39.4%
AG vs VT
+10.5%
+28.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.2% |
| 7D | +6.3% | -2.3% | +8.6% | +13.1% |
| 30D | -8.9% | -5.0% | -4.0% | +5.7% |
| 3M | -12.2% | -4.9% | -7.3% | +2.3% |
| 6M | -28.3% | -1.5% | -26.8% | -22.6% |
| YTD | -8.8% | +8.5% | -17.3% | -20.0% |
| 1Y | +39.4% | +11.4% | +28.0% | +13.0% |
| All | +39.4% | +10.5% | +28.9% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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