-8.9%
ANIX vs VOO
+17.3%
-26.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -1.8% |
| 7D | -9.8% | -2.0% | -7.9% | -6.8% |
| 30D | -14.6% | -1.7% | -12.9% | -12.2% |
| 3M | +17.0% | +4.7% | +12.3% | +6.2% |
| 6M | -7.7% | +12.6% | -20.3% | -26.8% |
| YTD | -11.9% | +11.8% | -23.6% | -29.7% |
| 1Y | -8.9% | +17.5% | -26.5% | -27.6% |
| All | -8.9% | +17.3% | -26.2% | -27.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling