+84.7%
AGQ price history and return analytics
+666.8%
-582.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.6% | +5.1% | +5.2% |
| 7D | +5.8% | -0.1% | +5.9% | +5.9% |
| 30D | +2.9% | -0.7% | +3.5% | +3.8% |
| 3M | -0.1% | +4.0% | -4.1% | -2.9% |
| 6M | -48.0% | +12.3% | -60.3% | -51.9% |
| YTD | -45.7% | +14.0% | -59.7% | -49.0% |
| 1Y | +41.2% | +20.3% | +20.9% | +26.9% |
| 3Y | +218.4% | +75.4% | +143.0% | +107.2% |
| 5Y | +120.6% | +66.0% | +54.6% | +50.7% |
| 10Y | +76.2% | +228.2% | -152.0% | -33.4% |
| All | +84.7% | +666.8% | -582.1% | -59.6% |
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