+402.8%
VUG vs AGI
+389.5%
+13.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.9% |
| 7D | +2.5% | -10.1% | +12.6% | +3.3% |
| 30D | -6.3% | -6.5% | +0.3% | -5.9% |
| 3M | -6.0% | -12.8% | +6.8% | -5.3% |
| 6M | -3.5% | -34.3% | +30.8% | -1.1% |
| YTD | +3.9% | -25.6% | +29.5% | +5.3% |
| 1Y | +5.1% | -14.2% | +19.3% | +5.4% |
| 3Y | +77.9% | +127.3% | -49.4% | +66.8% |
| 5Y | +62.4% | +241.8% | -179.4% | +47.9% |
| All | +402.8% | +389.5% | +13.3% | +360.1% |
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