+66.9%
AGO vs VT
+66.2%
+0.7%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -3.2% |
| 7D | -2.0% | +1.0% | -3.0% | -2.7% |
| 30D | -2.7% | -0.2% | -2.5% | -2.5% |
| 3M | -1.9% | +4.5% | -6.5% | -5.7% |
| 6M | -13.6% | +14.1% | -27.6% | -23.1% |
| YTD | -17.6% | +14.8% | -32.3% | -27.2% |
| 1Y | -9.6% | +21.2% | -30.8% | -24.0% |
| 3Y | +27.5% | +76.6% | -49.1% | -24.7% |
| 5Y | +66.9% | +66.6% | +0.3% | +7.1% |
| All | +66.9% | +66.2% | +0.7% | +7.1% |
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