+13.5%
VT vs AGI
-10.7%
+24.2%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.5% | +0.4% |
| 7D | -1.6% | -13.1% | +11.5% | +0.1% |
| 30D | -2.5% | -16.6% | +14.1% | -0.3% |
| 3M | -1.3% | -5.5% | +4.2% | -0.9% |
| 6M | +3.1% | -31.1% | +34.2% | +7.4% |
| YTD | +10.9% | -29.6% | +40.5% | +14.6% |
| All | +13.5% | -10.7% | +24.2% | +10.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling