+1.9%
VUG vs AG
+24.7%
-22.8%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.9% | +5.1% | -0.1% |
| 7D | -1.2% | +6.0% | -7.1% | -1.9% |
| 30D | -8.9% | -13.5% | +4.7% | -7.5% |
| 3M | -5.9% | -20.7% | +14.8% | -3.9% |
| 6M | -3.3% | -31.5% | +28.3% | -0.7% |
| YTD | +3.4% | -10.1% | +13.6% | +2.0% |
| 1Y | +1.9% | +26.0% | -24.1% | -3.4% |
| All | +1.9% | +24.7% | -22.8% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 1y: compounded portfolio wealth divided by compounded AG 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…
1y analysis · Full analysis span regression · 6 months rolling