+25.0%
V vs AG
+15.8%
+9.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.3% | +4.0% | -1.2% |
| 7D | -0.4% | -6.0% | +5.7% | -0.3% |
| 30D | +6.3% | -14.3% | +20.6% | +6.4% |
| 3M | +17.2% | -26.9% | +44.1% | +17.2% |
| 6M | +29.2% | -42.1% | +71.4% | +30.1% |
| YTD | +20.8% | -15.9% | +36.6% | +16.7% |
| 1Y | +25.0% | +11.5% | +13.5% | +15.9% |
| All | +25.0% | +15.8% | +9.2% | +15.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling