-55.6%
ANIK vs VT
+226.9%
-282.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +1.3% |
| 7D | 0.0% | -2.0% | +1.9% | +1.8% |
| 30D | -1.1% | -1.4% | +0.3% | +0.1% |
| 3M | +40.4% | +4.7% | +35.7% | +34.1% |
| 6M | +45.2% | +11.4% | +33.8% | +31.2% |
| YTD | +118.4% | +13.1% | +105.4% | +93.9% |
| 1Y | +149.9% | +19.0% | +130.9% | +111.7% |
| 3Y | +21.3% | +73.9% | -52.7% | -27.1% |
| 5Y | -47.0% | +65.4% | -112.4% | -66.8% |
| All | -55.6% | +226.9% | -282.4% | -85.9% |
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