-26.6%
AGIO price history and return analytics
+226.9%
-253.4%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -1.9% |
| 7D | +1.5% | -2.0% | +3.5% | +4.0% |
| 30D | +2.9% | -1.4% | +4.3% | +4.6% |
| 3M | +16.5% | +4.7% | +11.8% | +9.2% |
| 6M | +19.0% | +11.4% | +7.7% | +3.1% |
| YTD | +23.6% | +13.1% | +10.5% | +4.9% |
| 1Y | -5.7% | +19.0% | -24.7% | -24.9% |
| 3Y | +28.8% | +73.9% | -45.1% | -34.9% |
| 5Y | -25.5% | +65.4% | -90.9% | -59.3% |
| All | -26.6% | +226.9% | -253.4% | -82.8% |
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 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