-47.3%
ANIK vs VT
+66.2%
-113.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.5% |
| 7D | -0.3% | +1.0% | -1.3% | -1.2% |
| 30D | -1.8% | -0.2% | -1.5% | -1.7% |
| 3M | +44.1% | +4.5% | +39.6% | +38.2% |
| 6M | +49.0% | +14.1% | +35.0% | +32.8% |
| YTD | +118.9% | +14.8% | +104.2% | +93.2% |
| 1Y | +135.3% | +21.2% | +114.2% | +98.1% |
| 3Y | +21.5% | +76.6% | -55.0% | -24.4% |
| 5Y | -47.3% | +66.6% | -113.9% | -64.7% |
| All | -47.3% | +66.2% | -113.5% | -64.7% |
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