-19.6%
ANIX vs VOO
+321.7%
-341.3%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.2% |
| 7D | -9.8% | -2.0% | -7.9% | -8.0% |
| 30D | -14.6% | -1.7% | -12.9% | -13.2% |
| 3M | +17.0% | +4.7% | +12.3% | +11.6% |
| 6M | -7.7% | +12.6% | -20.3% | -17.6% |
| YTD | -11.9% | +11.8% | -23.6% | -20.7% |
| 1Y | -8.9% | +17.5% | -26.5% | -21.2% |
| 3Y | -18.9% | +77.0% | -95.9% | -51.8% |
| 5Y | -45.0% | +82.6% | -127.6% | -68.4% |
| All | -19.6% | +321.7% | -341.3% | -71.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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