+1,058.9%
AGM price history and return analytics
+356.5%
+702.4%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.7% |
| 7D | -1.5% | +2.4% | -3.9% | -4.5% |
| 30D | -12.9% | -1.5% | -11.4% | -11.4% |
| 3M | -22.8% | -4.1% | -18.7% | -18.8% |
| 6M | +5.3% | +0.6% | +4.7% | +3.5% |
| YTD | +3.8% | +11.0% | -7.2% | -11.2% |
| 1Y | +8.8% | +13.3% | -4.6% | -9.5% |
| 3Y | +23.6% | +73.4% | -49.8% | -42.6% |
| 5Y | +57.9% | +57.4% | +0.5% | -17.7% |
| 10Y | +406.7% | +221.7% | +185.0% | -9.9% |
| All | +1,058.9% | +356.5% | +702.4% | +31.1% |
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