-96.5%
AGEN vs VT
+346.0%
-442.5%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.2% | +10.8% | +10.8% |
| 7D | +4.5% | -2.3% | +6.8% | +7.6% |
| 30D | -5.5% | -5.0% | -0.6% | +0.5% |
| 3M | -4.5% | -4.9% | +0.3% | +1.4% |
| 6M | +83.8% | -1.5% | +85.3% | +87.3% |
| YTD | +127.7% | +8.5% | +119.2% | +110.2% |
| 1Y | +86.2% | +11.4% | +74.8% | +67.1% |
| 3Y | -54.2% | +70.1% | -124.2% | -72.4% |
| 5Y | -91.2% | +53.7% | -145.0% | -93.9% |
| 10Y | -90.9% | +220.0% | -310.9% | -96.8% |
| All | -96.5% | +346.0% | -442.5% | -99.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling