+235.4%
ANF vs VT
+59.8%
+175.6%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -2.9% |
| 7D | -11.2% | -0.7% | -10.5% | -10.3% |
| 30D | +4.1% | -1.7% | +5.9% | +6.8% |
| 3M | +28.8% | -2.3% | +31.1% | +33.1% |
| 6M | +110.0% | +1.5% | +108.5% | +105.5% |
| YTD | +20.7% | +12.0% | +8.7% | +2.2% |
| 1Y | +118.0% | +12.9% | +105.1% | +83.0% |
| 3Y | +126.8% | +74.9% | +51.9% | +3.1% |
| 5Y | +235.4% | +59.9% | +175.4% | +81.9% |
| All | +235.4% | +59.8% | +175.6% | +81.9% |
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 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