+109.1%
AGQ vs VT
+66.2%
+42.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.3% | -2.3% |
| 7D | -1.2% | +0.4% | -1.6% | -1.7% |
| 30D | +11.7% | +1.0% | +10.7% | +10.4% |
| 3M | -25.6% | +2.4% | -28.0% | -26.7% |
| 6M | -45.5% | +12.0% | -57.5% | -51.8% |
| YTD | -47.3% | +15.3% | -62.7% | -53.3% |
| 1Y | +37.2% | +22.6% | +14.6% | +14.1% |
| 3Y | +175.9% | +74.7% | +101.2% | +58.7% |
| All | +109.1% | +66.2% | +42.9% | +12.8% |
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