+74.6%
AG price history and return analytics
+222.7%
-148.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.8% |
| 7D | -0.1% | -0.1% | 0.0% | 0.0% |
| 30D | +12.5% | -0.7% | +13.1% | +13.5% |
| 3M | +28.2% | +4.0% | +24.2% | +23.9% |
| 6M | -18.8% | +12.3% | -31.1% | -26.5% |
| YTD | +27.4% | +14.0% | +13.4% | +14.7% |
| 1Y | +132.2% | +20.3% | +111.9% | +99.9% |
| 3Y | +286.9% | +75.4% | +211.4% | +140.1% |
| 5Y | +72.8% | +66.0% | +6.8% | +11.7% |
| 10Y | +74.6% | +228.2% | -153.6% | -42.8% |
| All | +74.6% | +222.7% | -148.1% | -42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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