+11.6%
AGQ vs VT
+648.5%
-636.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.6% | +2.8% | +2.6% |
| 7D | +11.2% | +0.4% | +10.8% | +10.8% |
| 30D | -24.5% | -2.6% | -21.9% | -21.9% |
| 3M | -33.8% | -3.2% | -30.6% | -30.6% |
| 6M | -61.9% | +0.9% | -62.8% | -61.0% |
| YTD | -67.2% | +11.3% | -78.5% | -68.1% |
| 1Y | -35.9% | +14.0% | -49.9% | -38.7% |
| 3Y | +102.9% | +75.8% | +27.0% | +34.0% |
| 5Y | +32.2% | +57.8% | -25.7% | -4.3% |
| 10Y | +16.3% | +219.8% | -203.5% | -54.4% |
| All | +11.6% | +648.5% | -636.9% | -74.7% |
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