+1.8%
AGMB price history and return analytics
+11.9%
-10.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.5% | -5.0% | -4.7% |
| 7D | +10.1% | +1.0% | +9.1% | +8.6% |
| 30D | +2.8% | -0.2% | +3.1% | +3.3% |
| 3M | +44.6% | +4.5% | +40.1% | +35.5% |
| 6M | +9.5% | +14.1% | -4.6% | -11.1% |
| All | +1.8% | +11.9% | -10.1% | -13.7% |
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