+16.8%
AG vs VT
+57.4%
-40.6%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.6% | +2.1% | +0.5% |
| 7D | +10.8% | +0.4% | +10.5% | +10.3% |
| 30D | -8.2% | -2.6% | -5.6% | -3.7% |
| 3M | -13.7% | -3.2% | -10.4% | -8.2% |
| 6M | -27.3% | +0.9% | -28.2% | -26.2% |
| YTD | -4.6% | +11.3% | -15.9% | -14.4% |
| 1Y | +39.4% | +14.0% | +25.4% | +21.6% |
| 3Y | +244.1% | +75.8% | +168.3% | +75.5% |
| 5Y | +16.8% | +57.8% | -41.1% | -35.3% |
| All | +16.8% | +57.4% | -40.6% | -35.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling