+158.3%
VEA vs AG
+73.4%
+84.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.9% | +3.6% | -0.8% |
| 7D | -2.1% | -5.8% | +3.7% | -1.5% |
| 30D | -1.1% | +6.4% | -7.4% | -1.8% |
| 3M | +5.1% | +28.4% | -23.3% | +2.1% |
| 6M | +9.8% | -24.5% | +34.2% | +11.7% |
| YTD | +15.9% | +21.2% | -5.3% | +12.1% |
| 1Y | +24.6% | +114.1% | -89.5% | +13.3% |
| 3Y | +75.5% | +268.0% | -192.5% | +47.3% |
| 5Y | +59.4% | +67.3% | -7.9% | +39.8% |
| All | +158.3% | +73.4% | +84.9% | +119.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling