+262.4%
VST vs AGI
+141.1%
+121.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +2.4% | +8.1% | +10.0% |
| 7D | -9.8% | +16.0% | -25.8% | -13.5% |
| 30D | -25.1% | +1.0% | -26.1% | -25.5% |
| 3M | -11.6% | +2.5% | -14.0% | -12.8% |
| 6M | -20.9% | -24.0% | +3.1% | -16.1% |
| YTD | -22.3% | -17.2% | -5.1% | -21.7% |
| 1Y | -32.0% | +4.9% | -36.9% | -37.1% |
| 3Y | +262.4% | +142.6% | +119.8% | +140.0% |
| All | +262.4% | +141.1% | +121.3% | +140.0% |
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 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