+23.2%
AGGY price history and return analytics
+234.1%
-210.9%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | -0.1% |
| 7D | -0.1% | -0.1% | 0.0% | -0.1% |
| 30D | -0.2% | -0.7% | +0.5% | -0.1% |
| 3M | -1.0% | +4.0% | -5.0% | -1.2% |
| 6M | -1.9% | +12.3% | -14.2% | -2.4% |
| YTD | -0.8% | +14.0% | -14.8% | -1.3% |
| 1Y | +0.1% | +20.3% | -20.2% | -0.7% |
| 3Y | +14.5% | +75.4% | -60.9% | +12.0% |
| 5Y | -2.6% | +66.0% | -68.5% | -5.0% |
| 10Y | +15.2% | +228.2% | -213.0% | +13.6% |
| All | +23.2% | +234.1% | -210.9% | +21.8% |
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