+1,179.1%
VST vs AGI
+391.9%
+787.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.2% | +5.0% | +1.2% |
| 7D | +19.2% | -7.5% | +26.6% | +20.0% |
| 30D | -17.2% | -9.9% | -7.3% | -16.5% |
| 3M | -8.1% | -14.2% | +6.0% | -7.1% |
| 6M | -8.1% | -35.2% | +27.1% | -5.0% |
| YTD | -16.3% | -25.2% | +9.0% | -14.9% |
| 1Y | -24.1% | -14.3% | -9.8% | -23.7% |
| 3Y | +300.2% | +127.7% | +172.5% | +277.7% |
| 5Y | +645.9% | +243.4% | +402.5% | +588.6% |
| All | +1,179.1% | +391.9% | +787.2% | +1,135.5% |
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 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