+54.6%
AGOX vs VT
+68.6%
-14.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | -1.1% |
| 7D | +3.7% | +0.4% | +3.3% | +3.1% |
| 30D | +2.0% | -2.6% | +4.6% | +4.4% |
| 3M | -1.2% | -3.2% | +2.1% | +1.8% |
| 6M | +0.2% | +0.9% | -0.8% | -1.2% |
| YTD | +19.3% | +11.3% | +7.9% | +6.7% |
| 1Y | +16.5% | +14.0% | +2.5% | +1.8% |
| 3Y | +60.5% | +75.8% | -15.3% | -8.4% |
| 5Y | +40.2% | +57.8% | -17.6% | -10.4% |
| All | +54.6% | +68.6% | -14.0% | -8.9% |
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 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