+362.7%
AGI vs VT
+223.7%
+139.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.6% | -0.2% | +0.9% |
| 7D | +17.4% | +0.4% | +17.0% | +17.1% |
| 30D | -0.9% | -2.6% | +1.7% | +0.6% |
| 3M | -1.6% | -3.2% | +1.7% | +0.5% |
| 6M | -24.7% | +0.9% | -25.6% | -24.6% |
| YTD | -15.3% | +11.3% | -26.6% | -19.0% |
| 1Y | +5.5% | +14.0% | -8.5% | -0.2% |
| 3Y | +154.5% | +75.8% | +78.7% | +96.6% |
| 5Y | +310.6% | +57.8% | +252.8% | +224.1% |
| 10Y | +362.7% | +219.8% | +142.9% | +93.1% |
| All | +362.7% | +223.7% | +139.0% | +93.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling