+0.6%
AGI vs VTEB
+0.7%
-0.1%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.4% | +3.2% | +2.2% |
| 7D | +7.8% | +1.2% | +6.6% | +3.4% |
| 30D | -5.0% | +4.2% | -9.2% | -18.3% |
| 3M | -0.5% | -0.5% | 0.0% | +9.3% |
| 6M | -19.9% | -0.6% | -19.3% | -10.9% |
| YTD | -19.2% | +0.3% | -19.5% | -7.9% |
| 1Y | +0.6% | +0.8% | -0.2% | +12.9% |
| All | +0.6% | +0.7% | -0.1% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 1y: compounded portfolio wealth divided by compounded VTEB 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…
1y analysis · Full analysis span regression · 6 months rolling