+26.6%
ANEL vs VOO
+20.0%
+6.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +0.8% | +10.4% | +7.7% |
| 7D | +5.7% | -0.8% | +6.5% | +9.5% |
| 30D | -12.2% | -1.1% | -11.1% | -7.8% |
| 3M | +44.6% | +3.9% | +40.7% | +28.0% |
| 6M | +61.6% | +13.6% | +48.0% | -0.6% |
| YTD | +65.2% | +12.7% | +52.5% | +7.2% |
| 1Y | +8.0% | +17.6% | -9.6% | -38.1% |
| All | +26.6% | +20.0% | +6.7% | -32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 3y: compounded portfolio wealth divided by compounded VOO 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…
3y analysis · Full analysis span regression · 6 months rolling