+318.8%
VWO vs AGI
+1,079.4%
-760.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.3% | +1.8% | -1.2% |
| 7D | -1.7% | -5.3% | +3.5% | -1.1% |
| 30D | -0.3% | +6.8% | -7.1% | -1.1% |
| 3M | +4.0% | +8.3% | -4.3% | +2.7% |
| 6M | +8.1% | -29.2% | +37.3% | +11.5% |
| YTD | +11.6% | -7.3% | +18.9% | +11.4% |
| 1Y | +16.2% | +8.0% | +8.2% | +13.7% |
| 3Y | +63.3% | +206.6% | -143.3% | +41.1% |
| 5Y | +33.4% | +398.1% | -364.8% | +8.1% |
| 10Y | +113.3% | +384.0% | -270.6% | +61.5% |
| All | +318.8% | +1,079.4% | -760.6% | +128.2% |
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 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