+21.5%
AGEM vs VT
+13.3%
+8.3%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | +0.9% |
| 7D | +1.3% | -0.7% | +2.0% | +2.5% |
| 30D | -4.3% | -1.7% | -2.6% | -1.5% |
| 3M | -4.7% | -2.3% | -2.4% | -0.9% |
| 6M | -6.2% | +1.5% | -7.7% | -7.6% |
| YTD | +21.1% | +12.0% | +9.1% | +6.3% |
| 1Y | +21.5% | +12.9% | +8.7% | +5.9% |
| All | +21.5% | +13.3% | +8.3% | +5.9% |
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 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