+213.7%
VT vs AGI
+352.5%
-138.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.2% | +0.1% |
| 7D | -2.3% | +16.0% | -18.3% | -3.4% |
| 30D | -5.0% | +1.0% | -5.9% | -5.1% |
| 3M | -4.9% | +2.5% | -7.3% | -5.3% |
| 6M | -1.5% | -24.0% | +22.5% | 0.0% |
| YTD | +8.5% | -17.2% | +25.7% | +9.1% |
| 1Y | +11.4% | +4.9% | +6.5% | +10.2% |
| 3Y | +70.1% | +142.6% | -72.5% | +58.2% |
| 5Y | +53.7% | +315.2% | -261.5% | +37.9% |
| All | +213.7% | +352.5% | -138.8% | +182.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling