+710.1%
VTV vs AGI
+1,908.1%
-1,198.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.7% | -0.5% |
| 7D | -2.1% | -5.4% | +3.3% | -1.8% |
| 30D | -1.3% | +6.6% | -8.0% | -1.7% |
| 3M | +5.6% | +8.2% | -2.6% | +5.1% |
| 6M | +12.4% | -29.3% | +41.7% | +13.8% |
| YTD | +17.6% | -7.4% | +25.0% | +17.4% |
| 1Y | +23.5% | +7.9% | +15.6% | +22.2% |
| 3Y | +67.0% | +206.2% | -139.2% | +56.7% |
| 5Y | +80.5% | +397.6% | -317.1% | +64.8% |
| 10Y | +230.6% | +383.4% | -152.8% | +194.2% |
| All | +710.1% | +1,908.1% | -1,198.0% | +518.7% |
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