+220.6%
ANAB vs VOO
+80.3%
+140.2%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.4% |
| 7D | -4.0% | -2.0% | -2.0% | -2.3% |
| 30D | -4.7% | -1.7% | -3.0% | -3.3% |
| 3M | +5.9% | +4.7% | +1.1% | +1.6% |
| 6M | +33.4% | +12.6% | +20.9% | +20.3% |
| YTD | +70.7% | +11.8% | +58.9% | +55.0% |
| 1Y | +263.2% | +17.5% | +245.7% | +215.5% |
| 3Y | +312.7% | +77.0% | +235.7% | +152.9% |
| 5Y | +220.6% | +82.6% | +138.0% | +100.9% |
| All | +220.6% | +80.3% | +140.2% | +100.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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