+85.5%
AGIX price history and return analytics
+41.6%
+43.9%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -0.7% |
| 7D | -0.1% | -2.0% | +1.9% | +3.2% |
| 30D | +0.1% | -1.4% | +1.5% | +2.5% |
| 3M | +4.1% | +4.7% | -0.6% | -2.6% |
| 6M | +31.3% | +11.4% | +19.9% | +12.3% |
| YTD | +24.7% | +13.1% | +11.7% | +4.4% |
| 1Y | +28.8% | +19.0% | +9.7% | -0.2% |
| All | +85.5% | +41.6% | +43.9% | +10.8% |
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 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