+52.3%
AGOX price history and return analytics
+74.2%
-21.9%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | -0.1% |
| 7D | -0.8% | -1.1% | +0.3% | +0.3% |
| 30D | -3.2% | -1.0% | -2.2% | -2.3% |
| 3M | -3.6% | +3.2% | -6.7% | -6.5% |
| 6M | +19.3% | +12.5% | +6.9% | +5.9% |
| YTD | +16.6% | +14.1% | +2.6% | +2.1% |
| 1Y | +14.0% | +18.9% | -5.0% | -4.4% |
| 3Y | +52.3% | +74.1% | -21.8% | -8.5% |
| All | +52.3% | +74.2% | -21.9% | -8.5% |
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