+69.8%
AGEN vs VT
+13.0%
+56.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -3.5% |
| 7D | +9.5% | +0.4% | +9.1% | +9.3% |
| 30D | -6.8% | -2.6% | -4.2% | -3.1% |
| 3M | +2.7% | -3.2% | +6.0% | +7.7% |
| 6M | +87.2% | +0.9% | +86.2% | +81.5% |
| YTD | +127.7% | +11.3% | +116.4% | +88.4% |
| All | +69.8% | +13.0% | +56.8% | +39.7% |
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