+0.3%
AGIO price history and return analytics
+276.9%
-276.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +2.6% | +4.1% | +3.3% |
| 7D | +4.8% | +0.4% | +4.4% | +4.7% |
| 30D | -1.4% | -2.6% | +1.2% | +3.0% |
| 3M | -2.8% | -3.2% | +0.5% | +2.2% |
| 6M | +12.9% | +0.9% | +12.0% | +11.0% |
| YTD | +15.3% | +11.3% | +4.0% | -1.0% |
| 1Y | -22.8% | +14.0% | -36.8% | -35.9% |
| 3Y | +46.9% | +75.8% | -28.9% | -31.6% |
| 5Y | -27.9% | +57.8% | -85.7% | -60.3% |
| 10Y | -47.3% | +219.8% | -267.1% | -90.2% |
| All | +0.3% | +276.9% | -276.6% | -87.2% |
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 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