+170.2%
VEA vs AGI
+610.5%
-440.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -1.0% |
| 7D | +0.3% | +2.2% | -1.9% | +0.1% |
| 30D | +0.4% | +11.3% | -10.8% | -0.6% |
| 3M | +4.8% | +5.6% | -0.8% | +4.0% |
| 6M | +11.3% | -27.7% | +38.9% | +14.0% |
| YTD | +17.4% | -4.1% | +21.5% | +16.9% |
| 1Y | +26.2% | +13.8% | +12.4% | +23.4% |
| 3Y | +77.7% | +217.0% | -139.3% | +57.5% |
| 5Y | +60.9% | +404.3% | -343.4% | +35.9% |
| 10Y | +163.6% | +400.5% | -236.9% | +111.3% |
| All | +170.2% | +610.5% | -440.3% | +69.2% |
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