+42.5%
VG vs AGI
-3.7%
+46.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.3% | +7.0% | +0.4% |
| 7D | -7.7% | +13.9% | -21.6% | -4.5% |
| 30D | -8.8% | -6.2% | -2.6% | -9.1% |
| 3M | -15.6% | -6.9% | -8.7% | -15.6% |
| 6M | +5.2% | -28.7% | +33.9% | +2.7% |
| YTD | +76.9% | -19.8% | +96.7% | +57.5% |
| 1Y | +42.5% | -4.8% | +47.3% | +8.6% |
| All | +42.5% | -3.7% | +46.2% | +8.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling