+384.7%
AGI price history and return analytics
+65.7%
+319.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | -0.1% |
| 7D | -2.7% | -1.1% | -1.6% | -1.8% |
| 30D | +7.2% | -1.0% | +8.2% | +8.3% |
| 3M | +4.3% | +3.2% | +1.1% | +1.7% |
| 6M | -27.1% | +12.5% | -39.6% | -33.2% |
| YTD | -6.6% | +14.1% | -20.7% | -15.0% |
| 1Y | +9.5% | +18.9% | -9.4% | -3.2% |
| 3Y | +208.4% | +74.1% | +134.4% | +103.6% |
| All | +384.7% | +65.7% | +319.0% | +198.7% |
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