+50.4%
AN vs VT
+53.4%
-3.0%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.4% |
| 7D | +2.4% | -2.3% | +4.7% | +4.5% |
| 30D | +17.8% | -5.0% | +22.7% | +23.3% |
| 3M | -12.9% | -4.9% | -8.1% | -9.1% |
| 6M | -10.1% | -1.5% | -8.6% | -10.0% |
| YTD | -10.9% | +8.5% | -19.4% | -19.8% |
| 1Y | -3.6% | +11.4% | -14.9% | -15.8% |
| 3Y | +34.5% | +70.1% | -35.5% | -25.0% |
| All | +50.4% | +53.4% | -3.0% | -9.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling