-100.0%
AGPU price history and return analytics
+414.6%
-514.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -2.7% |
| 7D | +11.5% | -0.1% | +11.7% | +11.6% |
| 30D | +29.8% | -0.7% | +30.5% | +30.3% |
| 3M | +61.3% | +4.0% | +57.3% | +59.6% |
| 6M | +516.9% | +12.3% | +504.7% | +493.5% |
| YTD | +52.7% | +14.0% | +38.7% | +46.5% |
| 1Y | -28.6% | +20.3% | -48.9% | -32.8% |
| 3Y | -81.5% | +75.4% | -157.0% | -84.4% |
| 5Y | -96.4% | +66.0% | -162.4% | -97.0% |
| 10Y | -99.9% | +228.2% | -328.1% | -99.9% |
| All | -100.0% | +414.6% | -514.6% | -100.0% |
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 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