-42.2%
AGNT vs VT
+143.2%
-185.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.7% | +0.2% | -20.9% | -21.1% |
| 7D | -20.1% | -2.3% | -17.8% | -16.9% |
| 30D | -18.1% | -5.0% | -13.1% | -11.4% |
| 3M | -24.1% | -4.9% | -19.2% | -17.7% |
| 6M | -51.4% | -1.5% | -49.9% | -50.5% |
| YTD | -64.7% | +8.5% | -73.2% | -69.3% |
| 1Y | -67.0% | +11.4% | -78.3% | -72.4% |
| 3Y | -75.2% | +70.1% | -145.3% | -89.4% |
| 5Y | -92.1% | +53.7% | -145.8% | -95.8% |
| All | -42.2% | +143.2% | -185.4% | -81.6% |
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