+1,205.2%
VST vs AGI
+349.0%
+856.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.4% | +4.9% | +7.1% |
| 7D | -0.5% | +17.4% | -17.9% | -2.1% |
| 30D | -17.1% | -0.9% | -16.1% | -17.1% |
| 3M | -4.6% | -1.6% | -3.0% | -4.6% |
| 6M | -9.1% | -24.7% | +15.6% | -7.2% |
| YTD | -16.6% | -15.3% | -1.4% | -16.2% |
| 1Y | -29.5% | +5.5% | -35.0% | -30.3% |
| 3Y | +297.5% | +154.5% | +143.0% | +272.4% |
| 5Y | +654.5% | +310.6% | +343.9% | +592.0% |
| 10Y | +1,205.2% | +362.7% | +842.5% | +1,134.8% |
| All | +1,205.2% | +349.0% | +856.3% | +1,134.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling