+222.5%
ANF vs VOO
+72.6%
+149.9%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.6% |
| 7D | -0.4% | +2.6% | -3.0% | -3.9% |
| 30D | -0.6% | -2.0% | +1.4% | +2.3% |
| 3M | +36.8% | -2.8% | +39.6% | +42.4% |
| 6M | +107.1% | +2.2% | +104.9% | +101.4% |
| YTD | +18.3% | +11.5% | +6.8% | +1.7% |
| 1Y | +107.9% | +13.5% | +94.4% | +74.7% |
| 3Y | +124.3% | +78.1% | +46.2% | +3.1% |
| All | +222.5% | +72.6% | +149.9% | +59.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling