-34.9%
VST vs AGI
-1.1%
-33.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +10.8% | -24.6% | -15.4% |
| 7D | -15.7% | -5.3% | -10.4% | -14.7% |
| 30D | -17.0% | -7.1% | -9.8% | -15.6% |
| 3M | -15.9% | +4.4% | -20.3% | -16.8% |
| 6M | -25.0% | -23.0% | -2.0% | -21.9% |
| YTD | -25.1% | -22.0% | -3.1% | -24.7% |
| 1Y | -34.9% | +0.3% | -35.1% | -43.0% |
| All | -34.9% | -1.1% | -33.8% | -43.0% |
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 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