+6.6%
AGCO vs VT
+11.9%
-5.3%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.7% | +0.7% |
| 7D | +1.4% | +2.4% | -1.0% | -0.7% |
| 30D | +4.8% | -1.5% | +6.3% | +6.0% |
| 3M | +12.9% | -4.1% | +17.0% | +17.2% |
| 6M | -2.9% | +0.6% | -3.5% | -3.9% |
| YTD | +8.1% | +11.0% | -2.9% | -5.0% |
| 1Y | +6.6% | +13.3% | -6.7% | -8.6% |
| All | +6.6% | +11.9% | -5.3% | -8.6% |
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