-100.0%
AGPU vs VT
+405.7%
-505.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.7% | +1.1% | +14.6% | +15.1% |
| 7D | +18.8% | -0.7% | +19.5% | +19.9% |
| 30D | -17.8% | -1.7% | -16.0% | -16.4% |
| 3M | +10.4% | -2.3% | +12.7% | +12.8% |
| 6M | +32.7% | +1.5% | +31.2% | +34.5% |
| YTD | +23.6% | +12.0% | +11.6% | +20.9% |
| 1Y | +35.0% | +12.9% | +22.1% | +31.7% |
| 3Y | -81.6% | +74.9% | -156.5% | -84.3% |
| 5Y | -97.4% | +59.9% | -157.3% | -97.8% |
| 10Y | -99.9% | +224.6% | -324.5% | -99.9% |
| All | -100.0% | +405.7% | -505.7% | -100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling