-8.9%
AGX vs VT
+12.5%
-21.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | +0.2% |
| 7D | -12.6% | -0.1% | -12.4% | -12.4% |
| 30D | -22.3% | -3.1% | -19.3% | -18.0% |
| 3M | -47.5% | -3.5% | -44.0% | -44.1% |
| 6M | -55.1% | +0.5% | -55.6% | -54.9% |
| YTD | -2.4% | +10.8% | -13.1% | -12.6% |
| 1Y | -8.9% | +11.9% | -20.8% | -20.7% |
| All | -8.9% | +12.5% | -21.4% | -20.7% |
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