-95.4%
AGIG price history and return analytics
+229.8%
-325.2%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -2.7% |
| 7D | -0.9% | -1.1% | +0.2% | -0.7% |
| 30D | +32.2% | -1.0% | +33.2% | +32.3% |
| 3M | +3.6% | +3.2% | +0.4% | +3.1% |
| 6M | -37.8% | +12.5% | -50.3% | -39.0% |
| YTD | -41.9% | +14.1% | -56.0% | -43.0% |
| 1Y | -83.7% | +18.9% | -102.6% | -84.1% |
| 3Y | -94.9% | +74.1% | -169.0% | -95.3% |
| 5Y | -93.9% | +66.9% | -160.8% | -94.4% |
| All | -95.4% | +229.8% | -325.2% | -97.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling