+224.6%
VT vs AGI
+355.0%
-130.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.8% | +3.9% | +1.3% |
| 7D | -0.7% | 0.0% | -0.7% | -0.7% |
| 30D | -1.7% | -7.6% | +5.9% | -1.3% |
| 3M | -2.3% | -10.2% | +7.9% | -1.7% |
| 6M | +1.5% | -31.5% | +33.0% | +3.9% |
| YTD | +12.0% | -22.0% | +34.0% | +13.2% |
| 1Y | +12.9% | -7.9% | +20.8% | +12.7% |
| 3Y | +74.9% | +137.6% | -62.6% | +63.0% |
| 5Y | +59.9% | +256.7% | -196.8% | +44.5% |
| 10Y | +224.6% | +405.2% | -180.6% | +191.1% |
| All | +224.6% | +355.0% | -130.3% | +191.1% |
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