-96.5%
AGRZ vs VT
+15.0%
-111.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +2.6% | +12.1% | +15.0% |
| 7D | +3.8% | +0.4% | +3.4% | +3.5% |
| 30D | -50.5% | -2.6% | -47.9% | -51.5% |
| 3M | -65.8% | -3.2% | -62.5% | -66.8% |
| 6M | -69.1% | +0.9% | -70.0% | -68.6% |
| YTD | -85.8% | +11.3% | -97.1% | -84.0% |
| 1Y | -95.8% | +14.0% | -109.8% | -95.4% |
| All | -96.5% | +15.0% | -111.5% | -95.8% |
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