+118.1%
VSH vs AGI
+9.2%
+108.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.7% | +5.4% | +6.0% |
| 7D | +4.8% | -2.7% | +7.5% | +5.4% |
| 30D | -0.7% | +7.2% | -7.9% | -2.2% |
| 3M | -43.1% | +4.3% | -47.3% | -43.8% |
| 6M | +91.8% | -27.1% | +118.9% | +97.6% |
| YTD | +131.6% | -6.6% | +138.2% | +129.4% |
| 1Y | +118.1% | +9.5% | +108.6% | +104.7% |
| All | +118.1% | +9.2% | +108.9% | +104.7% |
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