+563.1%
AGX vs VT
+53.4%
+509.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.2% | +6.0% | +6.0% |
| 7D | -19.4% | -2.3% | -17.0% | -17.5% |
| 30D | -31.2% | -5.0% | -26.3% | -27.5% |
| 3M | -52.9% | -4.9% | -48.1% | -50.4% |
| 6M | -61.7% | -1.5% | -60.2% | -60.7% |
| YTD | -11.0% | +8.5% | -19.5% | -16.3% |
| 1Y | -10.4% | +11.4% | -21.8% | -17.5% |
| 3Y | +536.8% | +70.1% | +466.7% | +349.8% |
| All | +563.1% | +53.4% | +509.6% | +378.7% |
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 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