-97.0%
AGRZ vs VT
+14.7%
-111.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.4% |
| 7D | -1.9% | +2.4% | -4.2% | -1.6% |
| 30D | -35.8% | -1.5% | -34.3% | -36.5% |
| 3M | -60.3% | -4.1% | -56.2% | -61.6% |
| 6M | -71.9% | +0.6% | -72.4% | -71.4% |
| YTD | -87.8% | +11.0% | -98.9% | -86.3% |
| 1Y | -96.3% | +13.3% | -109.6% | -96.1% |
| All | -97.0% | +14.7% | -111.7% | -96.4% |
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