-88.4%
AGL price history and return analytics
+75.8%
-164.2%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.9% | -3.9% | -4.0% |
| 7D | +1.4% | -1.1% | +2.5% | +2.6% |
| 30D | +4.1% | -1.0% | +5.1% | +5.1% |
| 3M | -22.7% | +3.2% | -25.9% | -25.1% |
| 6M | +463.7% | +12.5% | +451.2% | +396.9% |
| YTD | +421.2% | +14.1% | +407.1% | +356.9% |
| 1Y | +232.5% | +18.9% | +213.6% | +181.6% |
| 3Y | -80.6% | +74.1% | -154.7% | -89.0% |
| 5Y | -88.7% | +66.9% | -155.6% | -92.9% |
| All | -88.4% | +75.8% | -164.2% | -92.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling