+14.1%
VNQ vs AGI
-1.1%
+15.2%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +10.8% | -7.6% | +2.6% |
| 7D | +6.8% | -5.3% | +12.1% | +6.9% |
| 30D | +10.0% | -7.1% | +17.1% | +10.2% |
| 3M | 0.0% | +4.4% | -4.5% | -0.4% |
| 6M | +4.5% | -23.0% | +27.5% | +5.6% |
| YTD | +13.9% | -22.0% | +35.9% | +15.1% |
| 1Y | +14.1% | +0.3% | +13.8% | +12.1% |
| All | +14.1% | -1.1% | +15.2% | +12.1% |
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