+229.4%
AGCO vs VT
+374.2%
-144.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | 0.0% | +6.0% | +6.0% |
| 7D | +17.6% | +0.4% | +17.2% | +16.9% |
| 30D | +28.9% | +1.0% | +27.9% | +27.2% |
| 3M | +11.6% | +2.4% | +9.2% | +8.1% |
| 6M | -0.2% | +12.0% | -12.2% | -13.5% |
| YTD | +28.9% | +15.3% | +13.5% | +7.7% |
| 1Y | +22.9% | +22.6% | +0.3% | -4.8% |
| 3Y | +6.3% | +74.7% | -68.3% | -46.8% |
| 5Y | +12.3% | +66.1% | -53.9% | -39.8% |
| 10Y | +249.1% | +225.0% | +24.1% | -17.7% |
| All | +229.4% | +374.2% | -144.8% | -47.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling