-26.1%
AGIO price history and return analytics
+57.5%
-83.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.8% |
| 7D | +1.8% | -0.1% | +1.9% | +2.4% |
| 30D | -0.2% | -3.1% | +2.9% | +4.7% |
| 3M | -2.5% | -3.5% | +1.0% | +2.6% |
| 6M | +14.3% | +0.5% | +13.8% | +13.1% |
| YTD | +16.7% | +10.8% | +5.9% | +0.7% |
| 1Y | -23.2% | +11.9% | -35.1% | -34.7% |
| 3Y | +50.2% | +73.0% | -22.7% | -29.7% |
| 5Y | -26.1% | +58.6% | -84.7% | -63.4% |
| All | -26.1% | +57.5% | -83.7% | -63.4% |
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 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