+51.7%
AGOX price history and return analytics
+72.7%
-21.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.2% |
| 7D | +0.4% | -0.1% | +0.5% | +0.5% |
| 30D | -2.8% | -0.7% | -2.1% | -2.1% |
| 3M | -1.9% | +4.0% | -5.9% | -5.7% |
| 6M | +19.0% | +12.3% | +6.7% | +5.9% |
| YTD | +17.0% | +14.0% | +3.0% | +2.6% |
| 1Y | +15.8% | +20.3% | -4.5% | -3.8% |
| 3Y | +53.7% | +75.4% | -21.8% | -11.9% |
| 5Y | +40.5% | +66.0% | -25.4% | -14.6% |
| All | +51.7% | +72.7% | -21.0% | -12.5% |
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 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