-91.3%
AGEN vs VT
+53.4%
-144.7%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.2% | +10.8% | +10.6% |
| 7D | +4.5% | -2.3% | +6.8% | +9.5% |
| 30D | -5.5% | -5.0% | -0.6% | +4.4% |
| 3M | -4.5% | -4.9% | +0.3% | +5.2% |
| 6M | +83.8% | -1.5% | +85.3% | +87.8% |
| YTD | +127.7% | +8.5% | +119.2% | +94.6% |
| 1Y | +86.2% | +11.4% | +74.8% | +51.3% |
| 3Y | -54.2% | +70.1% | -124.2% | -81.7% |
| All | -91.3% | +53.4% | -144.7% | -95.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling