+54.4%
AGM vs VT
+53.4%
+1.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | +0.2% | -9.2% | -9.2% |
| 7D | -10.9% | -2.3% | -8.5% | -9.0% |
| 30D | -13.6% | -5.0% | -8.7% | -9.6% |
| 3M | -23.4% | -4.9% | -18.5% | -20.0% |
| 6M | +2.3% | -1.5% | +3.9% | +3.2% |
| YTD | +5.4% | +8.5% | -3.1% | -3.3% |
| 1Y | +15.0% | +11.4% | +3.7% | +2.9% |
| 3Y | +23.0% | +70.1% | -47.1% | -27.1% |
| All | +54.4% | +53.4% | +1.0% | -0.9% |
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