+383.6%
AGI vs VT
+221.4%
+162.1%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.1% |
| 7D | +4.4% | +1.0% | +3.4% | +3.8% |
| 30D | +10.0% | -0.2% | +10.2% | +10.2% |
| 3M | +1.7% | +4.5% | -2.8% | -0.6% |
| 6M | -26.8% | +14.1% | -40.8% | -31.4% |
| YTD | -5.3% | +14.8% | -20.1% | -11.3% |
| 1Y | +11.5% | +21.2% | -9.7% | +1.8% |
| 3Y | +212.9% | +76.6% | +136.4% | +137.9% |
| 5Y | +388.8% | +66.6% | +322.2% | +273.5% |
| 10Y | +383.6% | +222.3% | +161.3% | +126.0% |
| All | +383.6% | +221.4% | +162.1% | +126.0% |
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