-65.3%
ANIK vs VT
+57.5%
-122.8%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -0.5% | -7.1% | -7.1% |
| 7D | -30.7% | -0.1% | -30.6% | -30.6% |
| 30D | -31.2% | -3.1% | -28.1% | -29.3% |
| 3M | -34.9% | -3.5% | -31.4% | -32.9% |
| 6M | -8.8% | +0.5% | -9.3% | -9.5% |
| YTD | +40.2% | +10.8% | +29.4% | +27.5% |
| 1Y | +33.8% | +11.9% | +21.9% | +20.6% |
| 3Y | -32.7% | +73.0% | -105.7% | -57.2% |
| 5Y | -65.3% | +58.6% | -123.9% | -75.5% |
| All | -65.3% | +57.5% | -122.8% | -75.5% |
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