+0.4%
AGRO vs VT
+217.6%
-217.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.7% |
| 7D | -4.9% | -0.1% | -4.7% | -4.9% |
| 30D | -11.6% | -3.1% | -8.6% | -9.7% |
| 3M | -6.3% | -3.5% | -2.8% | -4.2% |
| 6M | -31.1% | +0.5% | -31.5% | -31.9% |
| YTD | +15.1% | +10.8% | +4.3% | +3.7% |
| 1Y | +13.8% | +11.9% | +1.9% | +1.6% |
| 3Y | -6.7% | +73.0% | -79.6% | -44.2% |
| 5Y | +8.5% | +58.6% | -50.1% | -29.9% |
| 10Y | +0.4% | +219.2% | -218.8% | -69.4% |
| All | +0.4% | +217.6% | -217.2% | -69.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling