+13.1%
AGRO vs VT
+53.4%
-40.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | -5.9% | -2.3% | -3.6% | -4.8% |
| 30D | -13.0% | -5.0% | -8.0% | -10.7% |
| 3M | -2.6% | -4.9% | +2.3% | -0.2% |
| 6M | -34.0% | -1.5% | -32.5% | -33.9% |
| YTD | +16.0% | +8.5% | +7.5% | +8.3% |
| 1Y | +14.1% | +11.4% | +2.8% | +4.5% |
| 3Y | -9.9% | +70.1% | -80.0% | -41.5% |
| All | +13.1% | +53.4% | -40.3% | -12.1% |
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