+698.5%
AGM vs VT
+222.7%
+475.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +2.9% | +0.4% | +2.4% | +2.4% |
| 30D | -4.0% | +1.0% | -5.0% | -4.9% |
| 3M | +26.2% | +2.4% | +23.8% | +22.8% |
| 6M | +45.4% | +12.0% | +33.4% | +29.3% |
| YTD | +32.3% | +15.3% | +16.9% | +13.9% |
| 1Y | +14.7% | +22.6% | -7.9% | -7.5% |
| 3Y | +46.8% | +74.7% | -27.9% | -17.2% |
| 5Y | +164.9% | +66.1% | +98.7% | +56.6% |
| All | +698.5% | +222.7% | +475.8% | +130.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling