-94.9%
AGIG price history and return analytics
+74.2%
-169.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -2.5% |
| 7D | -0.9% | -1.1% | +0.2% | -0.9% |
| 30D | +32.2% | -1.0% | +33.2% | +32.1% |
| 3M | +3.6% | +3.2% | +0.4% | +3.7% |
| 6M | -37.8% | +12.5% | -50.3% | -37.4% |
| YTD | -41.9% | +14.1% | -56.0% | -41.0% |
| 1Y | -83.7% | +18.9% | -102.6% | -83.2% |
| 3Y | -94.9% | +74.1% | -169.0% | -93.4% |
| All | -94.9% | +74.2% | -169.1% | -93.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling