+1,376.6%
AGM vs VT
+374.2%
+1,002.4%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +2.9% | +0.4% | +2.4% | +2.3% |
| 30D | -4.0% | +1.0% | -5.0% | -5.3% |
| 3M | +26.2% | +2.4% | +23.8% | +21.5% |
| 6M | +45.4% | +12.0% | +33.4% | +24.1% |
| YTD | +32.3% | +15.3% | +16.9% | +8.1% |
| 1Y | +14.7% | +22.6% | -7.9% | -14.1% |
| 3Y | +46.8% | +74.7% | -27.9% | -32.1% |
| 5Y | +164.9% | +66.1% | +98.7% | +28.7% |
| 10Y | +691.3% | +225.0% | +466.3% | +39.9% |
| All | +1,376.6% | +374.2% | +1,002.4% | +59.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling