+1,618.0%
AN vs VT
+346.0%
+1,272.0%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.4% |
| 7D | +2.4% | -2.3% | +4.7% | +4.6% |
| 30D | +17.8% | -5.0% | +22.7% | +23.5% |
| 3M | -12.9% | -4.9% | -8.1% | -8.9% |
| 6M | -10.1% | -1.5% | -8.6% | -9.9% |
| YTD | -10.9% | +8.5% | -19.4% | -19.4% |
| 1Y | -3.6% | +11.4% | -14.9% | -15.2% |
| 3Y | +34.5% | +70.1% | -35.5% | -23.4% |
| 5Y | +48.8% | +53.7% | -4.9% | -5.8% |
| 10Y | +350.3% | +220.0% | +130.4% | +36.6% |
| All | +1,618.0% | +346.0% | +1,272.0% | +312.3% |
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