-99.7%
AGMH vs VT
+153.8%
-253.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.6% |
| 7D | +0.7% | +1.0% | -0.3% | 0.0% |
| 30D | -16.1% | -0.2% | -15.9% | -16.0% |
| 3M | -23.2% | +4.5% | -27.8% | -24.8% |
| 6M | -27.5% | +14.1% | -41.6% | -31.8% |
| YTD | -54.0% | +14.8% | -68.8% | -56.7% |
| 1Y | -49.9% | +21.2% | -71.1% | -54.1% |
| 3Y | -98.9% | +76.6% | -175.5% | -99.2% |
| 5Y | -99.8% | +66.6% | -166.4% | -99.8% |
| All | -99.7% | +153.8% | -253.5% | -99.8% |
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