+297.8%
VTI vs AGI
+392.3%
-94.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.8% |
| 7D | -0.9% | -2.7% | +1.8% | -0.7% |
| 30D | -1.4% | +7.2% | -8.7% | -1.9% |
| 3M | +3.6% | +4.3% | -0.7% | +3.1% |
| 6M | +13.6% | -27.1% | +40.7% | +15.2% |
| YTD | +12.9% | -6.6% | +19.5% | +12.7% |
| 1Y | +17.2% | +9.5% | +7.7% | +15.8% |
| 3Y | +75.7% | +208.4% | -132.8% | +63.7% |
| 5Y | +75.4% | +401.6% | -326.2% | +59.5% |
| All | +297.8% | +392.3% | -94.6% | +269.5% |
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