-46.6%
AGEN vs VT
+74.0%
-120.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.5% |
| 7D | -5.9% | +2.4% | -8.2% | -10.1% |
| 30D | +3.5% | -1.5% | +5.0% | +7.1% |
| 3M | -3.9% | -4.1% | +0.3% | +4.9% |
| 6M | +93.9% | +0.6% | +93.4% | +89.5% |
| YTD | +114.3% | +11.0% | +103.3% | +69.9% |
| 1Y | +55.4% | +13.3% | +42.1% | +17.5% |
| 3Y | -46.6% | +73.4% | -120.0% | -87.8% |
| All | -46.6% | +74.0% | -120.6% | -87.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling