+65.8%
AGG vs VT
+374.2%
-308.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -0.2% | +0.4% | -0.6% | -0.2% |
| 30D | -0.4% | +1.0% | -1.4% | -0.4% |
| 3M | -0.7% | +2.4% | -3.0% | -0.7% |
| 6M | -1.5% | +12.0% | -13.5% | -1.7% |
| YTD | -0.3% | +15.3% | -15.6% | -0.4% |
| 1Y | +1.3% | +22.6% | -21.3% | +1.1% |
| 3Y | +13.2% | +74.7% | -61.4% | +12.6% |
| 5Y | -1.4% | +66.1% | -67.6% | -2.1% |
| 10Y | +14.9% | +225.0% | -210.1% | +14.6% |
| All | +65.8% | +374.2% | -308.4% | +60.4% |
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 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