+14.3%
AGRO vs VT
+53.2%
-38.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.1% | +3.9% | +2.0% |
| 7D | -5.1% | -4.2% | -1.0% | -3.0% |
| 30D | -14.9% | -5.8% | -9.1% | -12.1% |
| 3M | -0.9% | -5.2% | +4.4% | +1.8% |
| 6M | -35.3% | +0.1% | -35.4% | -35.9% |
| YTD | +17.2% | +8.2% | +8.9% | +9.6% |
| 1Y | +16.7% | +10.1% | +6.6% | +7.7% |
| 3Y | -10.4% | +69.7% | -80.1% | -41.7% |
| 5Y | +14.3% | +53.4% | -39.1% | -11.1% |
| All | +14.3% | +53.2% | -38.9% | -11.1% |
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