+4.9%
AGIO price history and return analytics
+279.4%
-274.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.1% | +2.2% | +1.8% |
| 7D | +4.6% | -0.7% | +5.3% | +6.0% |
| 30D | +6.5% | -1.7% | +8.2% | +9.9% |
| 3M | +0.4% | -2.3% | +2.7% | +4.2% |
| 6M | +17.3% | +1.5% | +15.7% | +14.4% |
| YTD | +20.6% | +12.0% | +8.5% | +2.7% |
| 1Y | -25.2% | +12.9% | -38.0% | -37.0% |
| 3Y | +55.3% | +74.9% | -19.7% | -27.1% |
| 5Y | -23.3% | +59.9% | -83.2% | -58.5% |
| 10Y | -48.9% | +224.6% | -273.5% | -90.7% |
| All | +4.9% | +279.4% | -274.5% | -86.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling