+96.3%
VTR vs AGI
+392.3%
-296.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.5% |
| 7D | -0.3% | -2.7% | +2.4% | -0.2% |
| 30D | +1.1% | +7.2% | -6.1% | +0.8% |
| 3M | +7.9% | +4.3% | +3.6% | +7.6% |
| 6M | +6.2% | -27.1% | +33.3% | +7.3% |
| YTD | +17.7% | -6.6% | +24.3% | +17.5% |
| 1Y | +32.9% | +9.5% | +23.4% | +31.4% |
| 3Y | +129.7% | +208.4% | -78.8% | +117.7% |
| 5Y | +89.3% | +401.6% | -312.3% | +77.5% |
| All | +96.3% | +392.3% | -296.0% | +96.3% |
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