-80.0%
AGL price history and return analytics
+72.7%
-152.7%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.2% |
| 7D | +7.1% | -2.0% | +9.1% | +9.1% |
| 30D | +7.2% | -1.4% | +8.6% | +8.6% |
| 3M | -8.9% | +4.7% | -13.7% | -12.3% |
| 6M | +536.4% | +11.4% | +525.1% | +470.1% |
| YTD | +437.6% | +13.1% | +424.5% | +380.5% |
| 1Y | +227.8% | +19.0% | +208.8% | +185.0% |
| All | -80.0% | +72.7% | -152.7% | -85.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling