+60.3%
ANDE vs VT
+59.7%
+0.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +1.7% | -13.4% | -12.8% |
| 7D | -13.8% | -0.3% | -13.5% | -13.8% |
| 30D | -17.3% | -1.4% | -15.8% | -16.6% |
| 3M | -25.7% | -1.4% | -24.3% | -25.3% |
| 6M | -30.1% | +5.5% | -35.6% | -33.4% |
| YTD | +5.1% | +12.8% | -7.7% | -5.4% |
| 1Y | +20.4% | +15.4% | +5.0% | +6.3% |
| 3Y | +9.5% | +76.9% | -67.3% | -30.1% |
| All | +60.3% | +59.7% | +0.6% | +9.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling