+408.5%
AGO vs VT
+346.0%
+62.5%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.1% | +2.0% |
| 7D | +4.2% | -2.3% | +6.5% | +7.4% |
| 30D | +6.2% | -5.0% | +11.2% | +13.5% |
| 3M | -10.6% | -4.9% | -5.7% | -4.8% |
| 6M | -9.5% | -1.5% | -8.0% | -9.5% |
| YTD | -17.1% | +8.5% | -25.6% | -28.3% |
| 1Y | -8.6% | +11.4% | -20.0% | -24.1% |
| 3Y | +17.1% | +70.1% | -53.0% | -48.6% |
| 5Y | +43.6% | +53.7% | -10.2% | -28.5% |
| 10Y | +174.0% | +220.0% | -45.9% | -55.7% |
| All | +408.5% | +346.0% | +62.5% | -41.4% |
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