+247.3%
AG price history and return analytics
+346.0%
-98.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.6% |
| 7D | +6.3% | -2.3% | +8.6% | +9.1% |
| 30D | -8.9% | -5.0% | -4.0% | -3.4% |
| 3M | -12.2% | -4.9% | -7.3% | -6.6% |
| 6M | -28.3% | -1.5% | -26.8% | -25.5% |
| YTD | -8.8% | +8.5% | -17.3% | -13.0% |
| 1Y | +39.4% | +11.4% | +28.0% | +30.0% |
| 3Y | +229.4% | +70.1% | +159.3% | +105.7% |
| 5Y | +14.5% | +53.7% | -39.2% | -20.4% |
| 10Y | +82.7% | +220.0% | -137.2% | -42.0% |
| All | +247.3% | +346.0% | -98.7% | -38.8% |
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 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