+5.6%
AGZ vs VT
+57.5%
-51.9%
-10.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.4% |
| 7D | -0.1% | -0.1% | 0.0% | -0.1% |
| 30D | +0.8% | -3.1% | +3.9% | +0.9% |
| 3M | -0.5% | -3.5% | +3.0% | -0.4% |
| 6M | -0.6% | +0.5% | -1.0% | -0.6% |
| YTD | -0.1% | +10.8% | -10.9% | -0.4% |
| 1Y | +0.3% | +11.9% | -11.6% | 0.0% |
| 3Y | +12.5% | +73.0% | -60.5% | +10.6% |
| 5Y | +5.6% | +58.6% | -53.0% | +3.3% |
| All | +5.6% | +57.5% | -51.9% | +3.3% |
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