+161.1%
VEA vs AGG
+14.2%
+146.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.1% | +1.1% |
| 7D | -1.5% | -1.1% | -0.4% | -0.7% |
| 30D | -0.8% | -1.1% | +0.3% | 0.0% |
| 3M | +2.5% | -1.9% | +4.4% | +3.9% |
| 6M | +11.1% | -1.7% | +12.9% | +12.6% |
| YTD | +17.2% | -1.3% | +18.5% | +18.4% |
| 1Y | +24.5% | -0.7% | +25.3% | +25.4% |
| 3Y | +75.4% | +12.5% | +63.0% | +64.4% |
| 5Y | +61.1% | -2.5% | +63.6% | +58.0% |
| All | +161.1% | +14.2% | +146.9% | +162.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 AGG 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