-94.0%
AGEN vs VT
+66.2%
-160.3%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -0.5% | -9.3% | -8.9% |
| 7D | -7.0% | +1.0% | -8.0% | -8.6% |
| 30D | +6.8% | -0.2% | +7.0% | +7.4% |
| 3M | +136.6% | +4.5% | +132.1% | +115.5% |
| 6M | +151.0% | +14.1% | +137.0% | +95.0% |
| YTD | +136.6% | +14.8% | +121.9% | +81.8% |
| 1Y | +74.4% | +21.2% | +53.2% | +21.2% |
| 3Y | -69.8% | +76.6% | -146.4% | -88.7% |
| 5Y | -94.0% | +66.6% | -160.6% | -97.4% |
| All | -94.0% | +66.2% | -160.3% | -97.4% |
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 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