+111.8%
ANIK vs VOO
+14.7%
+97.2%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.6% | +3.3% | +3.8% |
| 7D | -5.3% | -0.7% | -4.6% | -4.9% |
| 30D | +3.4% | -1.1% | +4.5% | +4.0% |
| 3M | +4.0% | -0.3% | +4.4% | +4.2% |
| 6M | +40.2% | +7.4% | +32.9% | +33.3% |
| YTD | +112.3% | +13.4% | +98.9% | +90.2% |
| 1Y | +111.8% | +14.8% | +97.0% | +86.7% |
| All | +111.8% | +14.7% | +97.2% | +86.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling