-79.9%
AGPU price history and return analytics
+74.2%
-154.2%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.9% | +4.9% | +4.2% |
| 7D | +4.7% | -1.1% | +5.8% | +6.8% |
| 30D | +38.9% | -1.0% | +39.9% | +41.4% |
| 3M | +56.0% | +3.2% | +52.9% | +51.0% |
| 6M | +512.1% | +12.5% | +499.6% | +427.8% |
| YTD | +56.2% | +14.1% | +42.2% | +33.6% |
| 1Y | -21.6% | +18.9% | -40.5% | -36.1% |
| 3Y | -79.9% | +74.1% | -154.0% | -89.7% |
| All | -79.9% | +74.2% | -154.2% | -89.7% |
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