+52.3%
AGOX vs VT
+73.8%
-21.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.4% |
| 7D | +1.0% | +1.0% | 0.0% | 0.0% |
| 30D | -2.6% | -0.2% | -2.4% | -2.4% |
| 3M | -2.9% | +4.5% | -7.5% | -7.2% |
| 6M | +19.0% | +14.1% | +5.0% | +4.2% |
| YTD | +17.5% | +14.8% | +2.7% | +2.4% |
| 1Y | +16.6% | +21.2% | -4.6% | -3.8% |
| 3Y | +54.3% | +76.6% | -22.3% | -12.1% |
| 5Y | +41.1% | +66.6% | -25.5% | -14.5% |
| All | +52.3% | +73.8% | -21.5% | -12.7% |
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