+1,216.9%
VST vs AGI
+430.0%
+786.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.9% | +5.4% | +3.7% |
| 7D | +8.9% | +0.6% | +8.3% | +8.8% |
| 30D | +6.2% | +18.2% | -12.0% | +4.6% |
| 3M | -2.7% | -4.1% | +1.4% | -2.7% |
| 6M | -8.4% | -28.7% | +20.4% | -6.3% |
| YTD | -7.2% | -4.0% | -3.2% | -7.6% |
| 1Y | -20.9% | +17.4% | -38.3% | -22.5% |
| 3Y | +384.0% | +203.0% | +181.0% | +349.3% |
| 5Y | +757.1% | +376.7% | +380.4% | +680.9% |
| All | +1,216.9% | +430.0% | +786.9% | +1,138.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling