-62.1%
ANGX vs VT
+19.6%
-81.7%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.1% | +2.5% |
| 7D | +9.8% | -0.1% | +9.9% | +9.9% |
| 30D | +16.8% | -0.7% | +17.5% | +17.9% |
| 3M | +73.0% | +4.0% | +69.0% | +61.3% |
| 6M | +9.1% | +12.3% | -3.2% | -7.0% |
| YTD | +5.6% | +14.0% | -8.5% | -12.9% |
| All | -62.1% | +19.6% | -81.7% | -77.6% |
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