+133.7%
AGCC price history and return analytics
+16.5%
+117.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.6% | +4.1% | +4.1% |
| 7D | -3.9% | -0.1% | -3.7% | -3.7% |
| 30D | -7.2% | -0.7% | -6.5% | -6.6% |
| 3M | -7.0% | +4.0% | -11.0% | -10.6% |
| 6M | -22.3% | +12.3% | -34.6% | -32.1% |
| YTD | +44.9% | +14.0% | +30.9% | +23.1% |
| All | +133.7% | +16.5% | +117.2% | +90.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling