+253.4%
AG vs VTEB
+8.6%
+244.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.4% | -3.3% | -3.7% |
| 7D | -6.7% | -0.9% | -5.8% | -4.9% |
| 30D | +2.2% | -2.5% | +4.7% | +7.9% |
| 3M | +15.7% | -3.0% | +18.7% | +23.5% |
| 6M | -23.8% | -2.1% | -21.7% | -19.6% |
| YTD | +17.6% | -1.5% | +19.1% | +23.2% |
| 1Y | +88.6% | +0.2% | +88.5% | +93.2% |
| 3Y | +253.4% | +8.6% | +244.9% | +243.6% |
| All | +253.4% | +8.6% | +244.9% | +243.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 3y: compounded portfolio wealth divided by compounded VTEB 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…
3y analysis · Full analysis span regression · 6 months rolling