+35.3%
VMC vs AGI
+127.5%
-92.1%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | -1.3% | -10.1% | +8.9% | -0.1% |
| 30D | +15.5% | -6.5% | +22.0% | +16.0% |
| 3M | +0.6% | -12.8% | +13.4% | +1.7% |
| 6M | +2.1% | -34.3% | +36.4% | +5.6% |
| YTD | -1.6% | -25.6% | +24.0% | +0.7% |
| 1Y | -1.2% | -14.2% | +13.1% | 0.0% |
| 3Y | +35.3% | +127.3% | -92.0% | +22.0% |
| All | +35.3% | +127.5% | -92.1% | +22.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling