+309.9%
ANAB vs VT
+192.7%
+117.2%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.7% |
| 7D | -3.8% | -2.3% | -1.5% | -1.4% |
| 30D | +1.8% | -5.0% | +6.7% | +7.2% |
| 3M | -15.2% | -4.9% | -10.3% | -10.7% |
| 6M | -31.0% | -1.5% | -29.5% | -30.2% |
| YTD | +43.7% | +8.5% | +35.2% | +31.7% |
| 1Y | +82.4% | +11.4% | +71.0% | +62.1% |
| 3Y | +318.0% | +70.1% | +247.9% | +136.9% |
| 5Y | +88.0% | +53.7% | +34.3% | +18.5% |
| All | +309.9% | +192.7% | +117.2% | +18.6% |
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