-53.4%
ANIX vs VOO
+803.9%
-857.2%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.3% |
| 7D | -11.6% | +3.3% | -14.8% | -13.9% |
| 30D | +0.4% | -2.7% | +3.1% | +2.7% |
| 3M | -17.0% | -1.7% | -15.3% | -15.7% |
| 6M | -9.2% | +3.1% | -12.3% | -11.2% |
| YTD | -14.1% | +11.9% | -26.0% | -21.0% |
| 1Y | -39.0% | +12.1% | -51.0% | -43.7% |
| 3Y | -8.5% | +78.6% | -87.1% | -39.7% |
| 5Y | -42.7% | +73.8% | -116.5% | -61.5% |
| 10Y | -53.8% | +312.3% | -366.1% | -80.7% |
| All | -53.4% | +803.9% | -857.2% | -75.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling