+1,250.4%
VUG vs AGI
+1,981.3%
-730.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | -0.4% |
| 7D | -0.1% | +0.6% | -0.7% | -0.1% |
| 30D | -0.3% | +18.2% | -18.5% | -1.3% |
| 3M | -0.7% | -4.1% | +3.4% | -0.6% |
| 6M | +14.6% | -28.7% | +43.3% | +16.3% |
| YTD | +9.0% | -4.0% | +13.0% | +8.7% |
| 1Y | +14.9% | +17.4% | -2.6% | +13.1% |
| 3Y | +86.0% | +203.0% | -117.0% | +73.5% |
| 5Y | +76.7% | +376.7% | -300.0% | +60.2% |
| 10Y | +411.3% | +407.5% | +3.8% | +350.6% |
| All | +1,250.4% | +1,981.3% | -730.8% | +923.8% |
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