-8.9%
ANGO vs VT
+226.9%
-235.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | +0.4% |
| 7D | -1.5% | -2.0% | +0.5% | +0.6% |
| 30D | -3.2% | -1.4% | -1.8% | -1.8% |
| 3M | +24.1% | +4.7% | +19.4% | +17.9% |
| 6M | +38.7% | +11.4% | +27.3% | +23.4% |
| YTD | +18.7% | +13.1% | +5.6% | +3.9% |
| 1Y | +39.3% | +19.0% | +20.3% | +15.5% |
| 3Y | +114.3% | +73.9% | +40.4% | +20.8% |
| 5Y | -43.8% | +65.4% | -109.2% | -66.5% |
| All | -8.9% | +226.9% | -235.7% | -71.8% |
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