+474.4%
AGI vs VT
+346.0%
+128.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.3% |
| 7D | +16.0% | -2.3% | +18.3% | +17.4% |
| 30D | +1.0% | -5.0% | +5.9% | +3.9% |
| 3M | +2.5% | -4.9% | +7.3% | +5.6% |
| 6M | -24.0% | -1.5% | -22.5% | -22.9% |
| YTD | -17.2% | +8.5% | -25.7% | -19.9% |
| 1Y | +4.9% | +11.4% | -6.5% | +0.3% |
| 3Y | +142.6% | +70.1% | +72.5% | +85.6% |
| 5Y | +315.2% | +53.7% | +261.5% | +232.9% |
| 10Y | +338.5% | +220.0% | +118.5% | +133.3% |
| All | +474.4% | +346.0% | +128.4% | +92.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling