-55.8%
ANIK vs VOO
+325.3%
-381.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.5% | -1.3% |
| 7D | +0.2% | -0.8% | +1.0% | +0.9% |
| 30D | -5.3% | -1.1% | -4.2% | -4.5% |
| 3M | +41.7% | +3.9% | +37.8% | +36.8% |
| 6M | +45.3% | +13.6% | +31.6% | +29.9% |
| YTD | +117.1% | +12.7% | +104.4% | +95.0% |
| 1Y | +141.7% | +17.6% | +124.1% | +109.4% |
| 3Y | +21.0% | +77.3% | -56.3% | -26.2% |
| 5Y | -47.3% | +84.1% | -131.5% | -69.1% |
| All | -55.8% | +325.3% | -381.1% | -89.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling