+377.4%
VT vs AGI
+566.4%
-189.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +0.1% |
| 7D | +0.4% | +0.6% | -0.2% | +0.4% |
| 30D | +1.0% | +18.2% | -17.3% | -0.4% |
| 3M | +2.4% | -4.1% | +6.5% | +2.4% |
| 6M | +12.0% | -28.7% | +40.7% | +14.4% |
| YTD | +15.3% | -4.0% | +19.3% | +14.8% |
| 1Y | +22.6% | +17.4% | +5.2% | +19.9% |
| 3Y | +74.7% | +203.0% | -128.3% | +57.6% |
| 5Y | +66.1% | +376.7% | -310.5% | +43.8% |
| 10Y | +225.0% | +407.5% | -182.5% | +167.9% |
| All | +377.4% | +566.4% | -189.0% | +205.9% |
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