+220.5%
AG price history and return analytics
+357.8%
-137.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.6% | -4.7% | -4.6% |
| 7D | -6.0% | +2.9% | -8.9% | -8.8% |
| 30D | -14.3% | -2.5% | -11.8% | -11.5% |
| 3M | -26.9% | -3.3% | -23.6% | -23.6% |
| 6M | -42.1% | +1.5% | -43.6% | -41.7% |
| YTD | -15.9% | +11.4% | -27.2% | -21.9% |
| 1Y | +11.5% | +11.9% | -0.4% | +3.4% |
| 3Y | +208.0% | +73.9% | +134.1% | +87.9% |
| 5Y | +2.4% | +57.9% | -55.5% | -30.8% |
| 10Y | +77.0% | +222.6% | -145.6% | -44.2% |
| All | +220.5% | +357.8% | -137.4% | -45.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling