-30.4%
ANGO vs VT
+221.8%
-252.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.7% |
| 7D | +1.2% | +2.4% | -1.2% | -1.2% |
| 30D | +7.4% | -1.5% | +8.9% | +9.2% |
| 3M | -24.2% | -4.1% | -20.1% | -20.7% |
| 6M | +9.5% | +0.6% | +8.9% | +8.6% |
| YTD | -7.6% | +11.0% | -18.6% | -17.4% |
| 1Y | -3.5% | +13.3% | -16.8% | -15.6% |
| 3Y | +85.5% | +73.4% | +12.1% | +5.0% |
| 5Y | -60.1% | +57.4% | -117.5% | -75.0% |
| All | -30.4% | +221.8% | -252.1% | -76.0% |
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