+74.2%
ANDE vs VT
+215.5%
-141.4%
-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 | -18.9% | -4.9% | -14.0% | -15.8% |
| 6M | -19.0% | -1.5% | -17.4% | -18.9% |
| YTD | +4.7% | +8.5% | -3.8% | -5.2% |
| 1Y | +13.7% | +11.4% | +2.3% | +0.4% |
| 3Y | +7.7% | +70.1% | -62.3% | -36.6% |
| 5Y | +59.6% | +53.7% | +5.9% | +2.4% |
| All | +74.2% | +215.5% | -141.4% | -43.1% |
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