-92.9%
AGRZ vs VT
+19.1%
-112.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +2.0% | +1.9% |
| 7D | -7.8% | +0.4% | -8.3% | -7.6% |
| 30D | -29.8% | +1.0% | -30.8% | -29.2% |
| 3M | -26.3% | +2.4% | -28.6% | -24.2% |
| 6M | -43.1% | +12.0% | -55.1% | -34.1% |
| YTD | -71.3% | +15.3% | -86.6% | -66.6% |
| All | -92.9% | +19.1% | -112.0% | -91.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling