-93.7%
AGIG vs VT
+66.2%
-159.9%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | -0.3% |
| 7D | +4.5% | +1.0% | +3.5% | +5.2% |
| 30D | +39.8% | -0.2% | +40.0% | +39.7% |
| 3M | -2.5% | +4.5% | -7.1% | +0.4% |
| 6M | -43.1% | +14.1% | -57.2% | -37.9% |
| YTD | -41.4% | +14.8% | -56.2% | -36.1% |
| 1Y | -82.3% | +21.2% | -103.5% | -79.9% |
| 3Y | -94.8% | +76.6% | -171.3% | -91.4% |
| 5Y | -93.7% | +66.6% | -160.3% | -95.9% |
| All | -93.7% | +66.2% | -159.9% | -95.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling