+31.5%
AGQ vs VT
+21.4%
+10.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | +0.8% |
| 7D | +5.1% | +1.0% | +4.1% | +0.9% |
| 30D | +4.9% | -0.2% | +5.1% | +6.5% |
| 3M | -12.6% | +4.5% | -17.1% | -26.2% |
| 6M | -47.2% | +14.1% | -61.2% | -66.8% |
| YTD | -48.0% | +14.8% | -62.8% | -62.2% |
| 1Y | +31.5% | +21.2% | +10.3% | -13.4% |
| All | +31.5% | +21.4% | +10.1% | -13.4% |
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