+337.4%
AGI vs VTEB
+17.9%
+319.5%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.3% |
| 7D | -2.7% | -0.9% | -1.8% | -1.6% |
| 30D | +7.2% | -2.5% | +9.8% | +10.8% |
| 3M | +4.3% | -3.0% | +7.2% | +8.4% |
| 6M | -27.1% | -2.1% | -25.0% | -24.8% |
| YTD | -6.6% | -1.5% | -5.1% | -4.4% |
| 1Y | +9.5% | +0.2% | +9.4% | +10.0% |
| 3Y | +208.4% | +8.6% | +199.9% | +182.2% |
| 5Y | +401.6% | +1.2% | +400.4% | +388.2% |
| All | +337.4% | +17.9% | +319.5% | +251.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling