+128.9%
ANIK vs VT
+23.3%
+105.6%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -1.4% | +0.4% | -1.8% | -1.7% |
| 30D | +8.4% | +1.0% | +7.5% | +7.7% |
| 3M | +40.7% | +2.4% | +38.3% | +38.3% |
| 6M | +44.9% | +12.0% | +32.9% | +31.6% |
| YTD | +116.5% | +15.3% | +101.2% | +88.3% |
| 1Y | +128.9% | +22.6% | +106.3% | +75.8% |
| All | +128.9% | +23.3% | +105.6% | +75.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling