+1,200.2%
VTI vs AGI
+5,453.2%
-4,253.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.9% | -0.6% |
| 7D | -0.4% | +2.2% | -2.6% | -0.5% |
| 30D | -1.6% | +11.3% | -12.9% | -2.1% |
| 3M | +3.6% | +5.6% | -2.1% | +3.1% |
| 6M | +13.0% | -27.7% | +40.7% | +14.4% |
| YTD | +12.7% | -4.1% | +16.8% | +12.4% |
| 1Y | +18.4% | +13.8% | +4.6% | +16.9% |
| 3Y | +76.4% | +217.0% | -140.6% | +65.4% |
| 5Y | +73.7% | +404.3% | -330.6% | +58.7% |
| 10Y | +302.5% | +400.5% | -98.0% | +259.1% |
| All | +1,200.2% | +5,453.2% | -4,253.0% | +977.7% |
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