+59.6%
AGQ price history and return analytics
+229.8%
-170.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.3% | +1.2% |
| 7D | -6.0% | -1.1% | -4.9% | -4.7% |
| 30D | -5.2% | -1.0% | -4.2% | -3.7% |
| 3M | -14.1% | +3.2% | -17.2% | -16.2% |
| 6M | -51.8% | +12.5% | -64.3% | -56.0% |
| YTD | -50.5% | +14.1% | -64.6% | -53.9% |
| 1Y | +24.3% | +18.9% | +5.3% | +11.7% |
| 3Y | +185.5% | +74.1% | +111.4% | +82.8% |
| 5Y | +106.5% | +66.9% | +39.7% | +35.8% |
| All | +59.6% | +229.8% | -170.2% | -41.1% |
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