+8.2%
AGGH vs VT
+73.0%
-64.8%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -1.0% | +0.4% | -1.5% | -1.0% |
| 30D | -1.3% | +1.0% | -2.2% | -1.3% |
| 3M | -1.6% | +2.4% | -4.0% | -1.8% |
| 6M | -2.2% | +12.0% | -14.2% | -2.8% |
| YTD | -0.9% | +15.3% | -16.2% | -1.7% |
| 1Y | +1.1% | +22.6% | -21.5% | 0.0% |
| 3Y | +13.7% | +74.7% | -60.9% | +10.5% |
| All | +8.2% | +73.0% | -64.8% | +4.7% |
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