+373.4%
VST vs AGI
+205.7%
+167.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.9% | +5.4% | +4.0% |
| 7D | +8.9% | +0.6% | +8.3% | +8.6% |
| 30D | +6.2% | +18.2% | -12.0% | +1.2% |
| 3M | -2.7% | -4.1% | +1.4% | -2.6% |
| 6M | -8.4% | -28.7% | +20.4% | -1.5% |
| YTD | -7.2% | -4.0% | -3.2% | -9.7% |
| 1Y | -20.9% | +17.4% | -38.3% | -28.4% |
| All | +373.4% | +205.7% | +167.7% | +205.4% |
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