+50.0%
AGEM vs VT
+26.3%
+23.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.7% |
| 7D | -2.5% | -2.3% | -0.1% | +0.3% |
| 30D | -10.7% | -5.0% | -5.8% | -5.0% |
| 3M | -8.9% | -4.9% | -4.0% | -3.0% |
| 6M | -9.9% | -1.5% | -8.4% | -7.4% |
| YTD | +15.2% | +8.5% | +6.7% | +8.0% |
| 1Y | +17.6% | +11.4% | +6.2% | +7.7% |
| All | +50.0% | +26.3% | +23.6% | +20.9% |
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 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