+401.2%
ANAB vs VT
+211.2%
+190.0%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +0.9% | +0.4% | +0.5% | +0.5% |
| 30D | +3.3% | +1.0% | +2.3% | +2.3% |
| 3M | +9.9% | +2.4% | +7.5% | +7.1% |
| 6M | +40.7% | +12.0% | +28.7% | +24.8% |
| YTD | +75.7% | +15.3% | +60.4% | +51.2% |
| 1Y | +304.0% | +22.6% | +281.4% | +225.5% |
| 3Y | +332.5% | +74.7% | +257.8% | +138.4% |
| 5Y | +217.9% | +66.1% | +151.8% | +84.6% |
| All | +401.2% | +211.2% | +190.0% | +36.2% |
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