+2,926.4%
V vs AGI
+584.8%
+2,341.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -0.9% |
| 7D | -1.7% | +0.6% | -2.3% | -1.7% |
| 30D | +2.0% | +18.2% | -16.3% | +1.5% |
| 3M | +17.4% | -4.1% | +21.5% | +17.4% |
| 6M | +17.5% | -28.7% | +46.2% | +18.4% |
| YTD | +7.6% | -4.0% | +11.6% | +7.3% |
| 1Y | +7.7% | +17.4% | -9.7% | +6.7% |
| 3Y | +54.7% | +203.0% | -148.4% | +48.6% |
| 5Y | +73.0% | +376.7% | -303.6% | +63.8% |
| 10Y | +390.9% | +407.5% | -16.6% | +360.7% |
| All | +2,926.4% | +584.8% | +2,341.7% | +2,652.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 all: compounded portfolio wealth divided by compounded AGI 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…
all analysis · Full analysis span regression · 6 months rolling