-96.9%
AGRZ vs VT
+12.1%
-109.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +3.0% | +3.3% |
| 7D | -20.4% | -2.3% | -18.1% | -20.9% |
| 30D | -43.7% | -5.0% | -38.7% | -45.0% |
| 3M | -70.1% | -4.9% | -65.2% | -70.8% |
| 6M | -73.8% | -1.5% | -72.3% | -73.5% |
| YTD | -87.6% | +8.5% | -96.1% | -86.1% |
| 1Y | -96.4% | +11.4% | -107.8% | -96.1% |
| All | -96.9% | +12.1% | -109.0% | -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 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