+7.6%
AGGH price history and return analytics
+71.0%
-63.5%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -0.9% | -0.1% |
| 7D | -0.5% | -1.1% | +0.6% | -0.5% |
| 30D | -1.4% | -1.0% | -0.5% | -1.4% |
| 3M | -2.3% | +3.2% | -5.4% | -2.5% |
| 6M | -1.8% | +12.5% | -14.3% | -2.4% |
| YTD | -1.4% | +14.1% | -15.5% | -2.2% |
| 1Y | 0.0% | +18.9% | -18.9% | -1.0% |
| 3Y | +13.5% | +74.1% | -60.5% | +10.4% |
| All | +7.6% | +71.0% | -63.5% | +4.2% |
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