-99.9%
AGPU vs VT
+226.9%
-326.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -2.4% |
| 7D | +6.9% | -2.0% | +8.9% | +9.2% |
| 30D | +31.8% | -1.4% | +33.3% | +33.9% |
| 3M | +59.5% | +4.7% | +54.8% | +54.3% |
| 6M | +510.4% | +11.4% | +499.1% | +459.2% |
| YTD | +47.7% | +13.1% | +34.6% | +34.1% |
| 1Y | -25.9% | +19.0% | -44.9% | -35.8% |
| 3Y | -82.1% | +73.9% | -156.1% | -88.9% |
| 5Y | -96.5% | +65.4% | -161.9% | -97.8% |
| All | -99.9% | +226.9% | -326.8% | -99.9% |
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