+380.4%
AG price history and return analytics
+374.2%
+6.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -1.9% | -1.9% |
| 7D | +1.0% | +0.4% | +0.6% | +0.6% |
| 30D | +19.2% | +1.0% | +18.2% | +18.2% |
| 3M | +6.2% | +2.4% | +3.8% | +4.9% |
| 6M | -26.7% | +12.0% | -38.7% | -33.5% |
| YTD | +26.1% | +15.3% | +10.8% | +12.0% |
| 1Y | +131.7% | +22.6% | +109.1% | +94.8% |
| 3Y | +255.3% | +74.7% | +180.7% | +112.9% |
| 5Y | +61.9% | +66.1% | -4.2% | +3.2% |
| 10Y | +72.0% | +225.0% | -153.0% | -46.3% |
| All | +380.4% | +374.2% | +6.2% | -21.2% |
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