-81.5%
AGPU vs VT
+75.6%
-157.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.7% | +1.1% | +14.6% | +13.4% |
| 7D | +18.8% | -0.7% | +19.5% | +22.6% |
| 30D | -17.8% | -1.7% | -16.0% | -12.7% |
| 3M | +10.4% | -2.3% | +12.7% | +19.3% |
| 6M | +32.7% | +1.5% | +31.2% | +37.9% |
| YTD | +23.6% | +12.0% | +11.6% | +13.1% |
| 1Y | +35.0% | +12.9% | +22.1% | +22.4% |
| All | -81.5% | +75.6% | -157.1% | -86.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling