+918.5%
AGX price history and return analytics
+229.8%
+688.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.9% | +3.5% | +3.6% |
| 7D | -1.0% | -1.1% | +0.1% | +0.1% |
| 30D | -27.7% | -1.0% | -26.7% | -26.9% |
| 3M | -33.6% | +3.2% | -36.8% | -34.9% |
| 6M | -12.4% | +12.5% | -24.8% | -20.7% |
| YTD | +32.4% | +14.1% | +18.4% | +18.6% |
| 1Y | +78.7% | +18.9% | +59.8% | +55.6% |
| 3Y | +849.7% | +74.1% | +775.6% | +513.9% |
| 5Y | +908.1% | +66.9% | +841.2% | +565.8% |
| All | +918.5% | +229.8% | +688.7% | +235.9% |
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