-97.0%
AGRZ vs VT
+11.8%
-108.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.1% | +0.4% | -5.0% |
| 7D | -33.4% | -4.2% | -29.2% | -34.4% |
| 30D | -44.1% | -5.8% | -38.3% | -45.7% |
| 3M | -70.6% | -5.2% | -65.4% | -71.4% |
| 6M | -75.5% | +0.1% | -75.6% | -74.6% |
| YTD | -88.0% | +8.2% | -96.2% | -86.5% |
| 1Y | -96.8% | +10.1% | -106.9% | -96.7% |
| All | -97.0% | +11.8% | -108.8% | -96.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling