-92.3%
AGRZ price history and return analytics
+17.8%
-110.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +2.0% |
| 7D | +8.6% | -1.1% | +9.7% | +7.5% |
| 30D | +4.3% | -1.0% | +5.3% | +3.4% |
| 3M | -20.5% | +3.2% | -23.7% | -17.6% |
| 6M | -43.1% | +12.5% | -55.6% | -36.3% |
| YTD | -68.8% | +14.1% | -82.9% | -64.1% |
| All | -92.3% | +17.8% | -110.1% | -90.6% |
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 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