-1.7%
AGGY vs VT
+53.4%
-55.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | +0.5% | -2.3% | +2.9% | +0.8% |
| 30D | +2.8% | -5.0% | +7.8% | +3.4% |
| 3M | -0.2% | -4.9% | +4.6% | +0.3% |
| 6M | -1.1% | -1.5% | +0.4% | -1.0% |
| YTD | -0.5% | +8.5% | -9.0% | -1.5% |
| 1Y | -0.2% | +11.4% | -11.6% | -1.5% |
| 3Y | +16.3% | +70.1% | -53.8% | +9.2% |
| All | -1.7% | +53.4% | -55.1% | -9.1% |
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 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