-54.2%
AGEN vs VT
+69.7%
-123.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.2% | +10.8% | +10.6% |
| 7D | +4.5% | -2.3% | +6.8% | +9.7% |
| 30D | -5.5% | -5.0% | -0.6% | +4.9% |
| 3M | -4.5% | -4.9% | +0.3% | +5.7% |
| 6M | +83.8% | -1.5% | +85.3% | +87.1% |
| YTD | +127.7% | +8.5% | +119.2% | +89.4% |
| 1Y | +86.2% | +11.4% | +74.8% | +46.2% |
| 3Y | -54.2% | +70.1% | -124.2% | -87.4% |
| All | -54.2% | +69.7% | -123.9% | -87.4% |
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