-99.9%
AGMH vs VT
+57.0%
-156.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +2.1% |
| 7D | +9.6% | +2.4% | +7.2% | +6.8% |
| 30D | -11.5% | -1.5% | -10.0% | -9.9% |
| 3M | -54.3% | -4.1% | -50.2% | -52.1% |
| 6M | -60.9% | +0.6% | -61.4% | -60.2% |
| YTD | -77.4% | +11.0% | -88.4% | -78.6% |
| 1Y | -86.0% | +13.3% | -99.3% | -87.0% |
| 3Y | -99.4% | +73.4% | -172.8% | -99.6% |
| All | -99.9% | +57.0% | -156.9% | -99.9% |
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