+379.7%
VRT vs AG
+195.3%
+184.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.4% | -1.2% | -3.0% |
| 7D | +10.5% | -10.0% | +20.5% | +13.3% |
| 30D | -9.3% | -10.5% | +1.2% | -7.1% |
| 3M | -29.6% | -27.3% | -2.3% | -24.5% |
| 6M | -45.4% | -43.0% | -2.4% | -38.7% |
| YTD | +24.8% | -17.9% | +42.7% | +27.3% |
| 1Y | +23.6% | +11.9% | +11.7% | +17.8% |
| 3Y | +379.7% | +201.8% | +177.9% | +294.8% |
| All | +379.7% | +195.3% | +184.3% | +294.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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