+28.9%
AGIQ price history and return analytics
+22.2%
+6.7%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | +0.2% |
| 7D | -0.2% | -0.1% | 0.0% | +0.1% |
| 30D | -1.0% | -0.7% | -0.3% | 0.0% |
| 3M | +8.8% | +4.0% | +4.8% | +3.4% |
| 6M | +18.6% | +12.3% | +6.3% | +2.0% |
| YTD | +12.6% | +14.0% | -1.4% | -6.0% |
| 1Y | +26.5% | +20.3% | +6.2% | -3.0% |
| All | +28.9% | +22.2% | +6.7% | -3.5% |
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