-25.9%
AGPU vs VT
+18.7%
-44.6%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -0.8% |
| 7D | +6.9% | -2.0% | +8.9% | +13.3% |
| 30D | +31.8% | -1.4% | +33.3% | +37.3% |
| 3M | +59.5% | +4.7% | +54.8% | +44.6% |
| 6M | +510.4% | +11.4% | +499.1% | +387.8% |
| YTD | +47.7% | +13.1% | +34.6% | +17.9% |
| 1Y | -25.9% | +19.0% | -44.9% | -48.2% |
| All | -25.9% | +18.7% | -44.6% | -48.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling