+74.7%
ANDE vs VT
+215.5%
-140.8%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.3% |
| 7D | -14.3% | -2.3% | -11.9% | -12.8% |
| 30D | -16.4% | -5.0% | -11.5% | -13.0% |
| 3M | -18.6% | -4.9% | -13.8% | -15.6% |
| 6M | -18.7% | -1.5% | -17.2% | -18.6% |
| YTD | +5.0% | +8.5% | -3.5% | -4.9% |
| 1Y | +14.0% | +11.4% | +2.7% | +0.7% |
| 3Y | +8.1% | +70.1% | -62.0% | -36.4% |
| 5Y | +60.1% | +53.7% | +6.4% | +2.7% |
| All | +74.7% | +215.5% | -140.8% | -42.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling