-62.6%
ANIP vs VT
+345.0%
-407.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.1% | +1.2% | +1.0% |
| 7D | -4.8% | -4.2% | -0.7% | -1.0% |
| 30D | -2.7% | -5.8% | +3.1% | +2.8% |
| 3M | -12.8% | -5.2% | -7.6% | -8.6% |
| 6M | -17.7% | +0.1% | -17.9% | -18.7% |
| YTD | -11.8% | +8.2% | -20.0% | -19.4% |
| 1Y | -24.8% | +10.1% | -35.0% | -32.5% |
| 3Y | +6.4% | +69.7% | -63.3% | -37.6% |
| 5Y | +39.2% | +53.4% | -14.2% | -10.4% |
| 10Y | +38.4% | +219.2% | -180.8% | -54.2% |
| All | -62.6% | +345.0% | -407.6% | -89.8% |
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 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