+296.7%
VST vs AGI
+127.5%
+169.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | +6.6% | -10.1% | +16.7% | +9.3% |
| 30D | -12.4% | -6.5% | -5.8% | -11.2% |
| 3M | -9.0% | -12.8% | +3.8% | -6.5% |
| 6M | -6.4% | -34.3% | +27.9% | +2.9% |
| YTD | -17.2% | -25.6% | +8.4% | -14.4% |
| 1Y | -22.0% | -14.2% | -7.8% | -23.5% |
| 3Y | +296.7% | +127.3% | +169.4% | +168.5% |
| All | +296.7% | +127.5% | +169.2% | +168.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling