-48.5%
AGMB vs VT
+8.6%
-57.0%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.6% | -3.8% | -4.6% |
| 7D | +12.4% | +0.4% | +12.0% | +11.0% |
| 30D | -16.9% | -2.6% | -14.3% | -13.9% |
| 3M | -47.9% | -3.2% | -44.7% | -45.5% |
| 6M | -37.8% | +0.9% | -38.7% | -37.8% |
| All | -48.5% | +8.6% | -57.0% | -54.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling