+2,260.0%
VGT vs AGI
+1,979.0%
+281.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.2% |
| 7D | +1.5% | +2.2% | -0.7% | +1.4% |
| 30D | +0.5% | +11.3% | -10.7% | -0.1% |
| 3M | +5.3% | +5.6% | -0.4% | +4.8% |
| 6M | +32.4% | -27.7% | +60.1% | +34.3% |
| YTD | +28.6% | -4.1% | +32.7% | +28.3% |
| 1Y | +37.6% | +13.8% | +23.8% | +36.0% |
| 3Y | +125.5% | +217.0% | -91.6% | +111.2% |
| 5Y | +135.2% | +404.3% | -269.1% | +114.8% |
| 10Y | +812.9% | +400.5% | +412.4% | +716.1% |
| All | +2,260.0% | +1,979.0% | +281.0% | +1,782.6% |
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 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