+566.4%
AGI vs VT
+374.2%
+192.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +0.6% | +0.4% | +0.2% | +0.4% |
| 30D | +18.2% | +1.0% | +17.3% | +17.7% |
| 3M | -4.1% | +2.4% | -6.5% | -5.1% |
| 6M | -28.7% | +12.0% | -40.7% | -32.5% |
| YTD | -4.0% | +15.3% | -19.3% | -10.3% |
| 1Y | +17.4% | +22.6% | -5.2% | +6.4% |
| 3Y | +203.0% | +74.7% | +128.3% | +127.7% |
| 5Y | +376.7% | +66.1% | +310.5% | +265.5% |
| 10Y | +407.5% | +225.0% | +182.5% | +167.9% |
| All | +566.4% | +374.2% | +192.2% | +115.0% |
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