-88.8%
AGL price history and return analytics
+65.7%
-154.5%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +5.2% |
| 3M | -22.7% | +3.2% | -25.9% | -25.2% |
| 6M | +463.7% | +12.5% | +451.2% | +395.5% |
| YTD | +421.2% | +14.1% | +407.1% | +355.6% |
| 1Y | +232.5% | +18.9% | +213.6% | +180.6% |
| 3Y | -80.6% | +74.1% | -154.7% | -89.2% |
| All | -88.8% | +65.7% | -154.5% | -92.8% |
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