+337.4%
AGI vs VIG
+250.0%
+87.4%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.4% |
| 7D | -2.7% | -1.1% | -1.7% | -2.3% |
| 30D | +7.2% | -2.7% | +10.0% | +8.5% |
| 3M | +4.3% | +2.5% | +1.7% | +3.3% |
| 6M | -27.1% | +9.2% | -36.3% | -29.4% |
| YTD | -6.6% | +9.8% | -16.4% | -9.7% |
| 1Y | +9.5% | +12.4% | -2.9% | +5.1% |
| 3Y | +208.4% | +55.9% | +152.6% | +164.2% |
| 5Y | +401.6% | +63.9% | +337.7% | +320.7% |
| All | +337.4% | +250.0% | +87.4% | +187.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 10y: compounded portfolio wealth divided by compounded VIG 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…
10y analysis · Full analysis span regression · 6 months rolling