+222.3%
VT vs AGI
+373.6%
-151.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.4% |
| 7D | +1.0% | +4.4% | -3.4% | +0.7% |
| 30D | -0.2% | +10.0% | -10.2% | -1.0% |
| 3M | +4.5% | +1.7% | +2.8% | +4.1% |
| 6M | +14.1% | -26.8% | +40.8% | +16.1% |
| YTD | +14.8% | -5.3% | +20.1% | +14.4% |
| 1Y | +21.2% | +11.5% | +9.7% | +19.3% |
| 3Y | +76.6% | +212.9% | -136.4% | +61.5% |
| 5Y | +66.6% | +388.8% | -322.2% | +47.8% |
| 10Y | +222.3% | +383.6% | -161.3% | +186.8% |
| All | +222.3% | +373.6% | -151.3% | +186.8% |
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