+414.3%
VUG vs AGI
+392.3%
+22.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.9% |
| 7D | -0.5% | -2.7% | +2.2% | -0.3% |
| 30D | -1.0% | +7.2% | -8.2% | -1.5% |
| 3M | +3.5% | +4.3% | -0.7% | +3.0% |
| 6M | +14.2% | -27.1% | +41.3% | +16.1% |
| YTD | +8.5% | -6.6% | +15.1% | +8.3% |
| 1Y | +12.9% | +9.5% | +3.4% | +11.3% |
| 3Y | +85.6% | +208.4% | -122.8% | +70.9% |
| 5Y | +78.1% | +401.6% | -323.5% | +59.2% |
| All | +414.3% | +392.3% | +22.0% | +369.2% |
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