+112.0%
VSH vs AGI
+17.6%
+94.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.9% | +6.3% | +4.8% |
| 7D | +4.1% | +0.6% | +3.5% | +3.9% |
| 30D | -4.2% | +18.2% | -22.4% | -7.6% |
| 3M | -50.0% | -4.1% | -45.8% | -49.9% |
| 6M | +80.2% | -28.7% | +108.9% | +85.4% |
| YTD | +121.1% | -4.0% | +125.1% | +117.7% |
| 1Y | +112.0% | +17.4% | +94.6% | +103.5% |
| All | +112.0% | +17.6% | +94.4% | +103.5% |
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