-96.3%
AGPU vs VT
+66.8%
-163.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.5% | +6.0% | +6.3% |
| 7D | +19.2% | +1.0% | +18.1% | +17.3% |
| 30D | +34.0% | -0.2% | +34.3% | +34.5% |
| 3M | +53.8% | +4.5% | +49.3% | +46.6% |
| 6M | +515.3% | +14.1% | +501.2% | +422.3% |
| YTD | +57.5% | +14.8% | +42.7% | +33.6% |
| 1Y | -21.9% | +21.2% | -43.1% | -38.1% |
| 3Y | -80.9% | +76.6% | -157.5% | -90.7% |
| All | -96.3% | +66.8% | -163.0% | -98.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling