+321.5%
ANAB vs VT
+200.4%
+121.1%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.4% | -1.4% |
| 7D | +4.8% | +2.9% | +1.9% | +1.7% |
| 30D | +4.8% | -2.5% | +7.3% | +7.6% |
| 3M | -16.2% | -3.3% | -12.8% | -13.2% |
| 6M | -27.2% | +1.5% | -28.7% | -28.7% |
| YTD | +47.8% | +11.4% | +36.4% | +31.8% |
| 1Y | +116.5% | +11.9% | +104.6% | +92.1% |
| 3Y | +401.1% | +73.9% | +327.2% | +177.6% |
| 5Y | +118.8% | +57.9% | +60.9% | +34.1% |
| All | +321.5% | +200.4% | +121.1% | +18.7% |
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