+59.9%
VEA vs AGI
+400.3%
-340.4%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +1.0% |
| 7D | -1.5% | -2.7% | +1.3% | -1.0% |
| 30D | -0.8% | +7.2% | -8.1% | -2.1% |
| 3M | +2.5% | +4.3% | -1.8% | +1.2% |
| 6M | +11.1% | -27.1% | +38.2% | +16.0% |
| YTD | +17.2% | -6.6% | +23.8% | +16.7% |
| 1Y | +24.5% | +9.5% | +15.0% | +20.0% |
| 3Y | +75.4% | +208.4% | -133.0% | +37.3% |
| All | +59.9% | +400.3% | -340.4% | +13.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling