+208.4%
AGI vs VO
+55.8%
+152.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | 0.0% |
| 7D | -2.7% | -1.5% | -1.2% | -1.5% |
| 30D | +7.2% | -3.0% | +10.3% | +10.1% |
| 3M | +4.3% | +2.8% | +1.4% | +2.1% |
| 6M | -27.1% | +10.9% | -38.0% | -32.2% |
| YTD | -6.6% | +12.5% | -19.1% | -13.5% |
| 1Y | +9.5% | +12.0% | -2.4% | +1.6% |
| 3Y | +208.4% | +56.3% | +152.2% | +122.6% |
| All | +208.4% | +55.8% | +152.6% | +122.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 3y: compounded portfolio wealth divided by compounded VO 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…
3y analysis · Full analysis span regression · 6 months rolling