-61.7%
ANIP vs VT
+374.2%
-435.9%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.0% | -1.0% |
| 7D | -2.2% | +0.4% | -2.6% | -2.6% |
| 30D | -10.8% | +1.0% | -11.8% | -11.7% |
| 3M | -10.1% | +2.4% | -12.4% | -12.7% |
| 6M | -6.9% | +12.0% | -18.9% | -17.2% |
| YTD | -9.8% | +15.3% | -25.1% | -22.2% |
| 1Y | -25.8% | +22.6% | -48.4% | -39.7% |
| 3Y | +10.3% | +74.7% | -64.4% | -36.8% |
| 5Y | +141.5% | +66.1% | +75.3% | +44.5% |
| 10Y | +19.0% | +225.0% | -206.0% | -61.3% |
| All | -61.7% | +374.2% | -435.9% | -90.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling