+376.8%
V vs AG
+57.4%
+319.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.7% |
| 7D | -1.1% | +4.5% | -5.6% | -1.3% |
| 30D | +1.9% | +12.9% | -11.0% | +1.2% |
| 3M | +15.5% | +20.9% | -5.4% | +14.1% |
| 6M | +16.6% | -19.5% | +36.1% | +17.3% |
| YTD | +5.7% | +24.8% | -19.1% | +3.2% |
| 1Y | +8.6% | +120.2% | -111.7% | +2.1% |
| 3Y | +52.5% | +279.0% | -226.5% | +35.6% |
| 5Y | +67.1% | +67.9% | -0.8% | +54.0% |
| 10Y | +376.8% | +57.5% | +319.3% | +344.1% |
| All | +376.8% | +57.4% | +319.4% | +344.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AG 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling