+211.6%
AGO price history and return analytics
+229.8%
-18.2%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -1.1% |
| 7D | -3.6% | -1.1% | -2.5% | -2.5% |
| 30D | -2.0% | -1.0% | -1.0% | -0.9% |
| 3M | -3.1% | +3.2% | -6.2% | -6.8% |
| 6M | -12.5% | +12.5% | -25.0% | -24.2% |
| YTD | -17.7% | +14.1% | -31.7% | -29.9% |
| 1Y | -11.0% | +18.9% | -29.9% | -28.0% |
| 3Y | +26.0% | +74.1% | -48.1% | -35.5% |
| 5Y | +68.5% | +66.9% | +1.7% | -9.3% |
| All | +211.6% | +229.8% | -18.2% | -19.0% |
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