-100.0%
AGPU vs VT
+402.6%
-502.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -0.6% | -9.1% | -9.4% |
| 7D | +31.9% | +2.9% | +29.0% | +30.3% |
| 30D | -17.4% | -2.5% | -14.9% | -15.6% |
| 3M | -0.7% | -3.3% | +2.6% | +2.0% |
| 6M | +19.8% | +1.5% | +18.3% | +21.5% |
| YTD | +11.6% | +11.4% | +0.2% | +9.5% |
| 1Y | +18.4% | +11.9% | +6.5% | +16.0% |
| 3Y | -83.4% | +73.9% | -157.3% | -85.7% |
| 5Y | -97.7% | +57.9% | -155.6% | -98.0% |
| 10Y | -99.9% | +222.6% | -322.5% | -99.9% |
| All | -100.0% | +402.6% | -502.6% | -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