+79.2%
AGQ vs VT
+675.6%
-596.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.3% | -2.3% |
| 7D | -1.2% | +0.4% | -1.6% | -1.5% |
| 30D | +11.7% | +1.0% | +10.7% | +10.9% |
| 3M | -25.6% | +2.4% | -28.0% | -26.1% |
| 6M | -45.5% | +12.0% | -57.5% | -49.5% |
| YTD | -47.3% | +15.3% | -62.7% | -51.1% |
| 1Y | +37.2% | +22.6% | +14.6% | +21.1% |
| 3Y | +175.9% | +74.7% | +101.2% | +80.1% |
| 5Y | +102.2% | +66.1% | +36.1% | +37.8% |
| 10Y | +64.5% | +225.0% | -160.6% | -37.3% |
| All | +79.2% | +675.6% | -596.4% | -61.3% |
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