+0.3%
AG vs VT
+57.0%
-56.7%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.0% |
| 7D | -10.0% | +2.4% | -12.3% | -13.2% |
| 30D | -10.5% | -1.5% | -9.0% | -7.9% |
| 3M | -27.3% | -4.1% | -23.1% | -21.4% |
| 6M | -43.0% | +0.6% | -43.5% | -41.8% |
| YTD | -17.9% | +11.0% | -28.9% | -26.1% |
| 1Y | +11.9% | +13.3% | -1.4% | -1.6% |
| 3Y | +201.8% | +73.4% | +128.4% | +56.5% |
| All | +0.3% | +57.0% | -56.7% | -43.9% |
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