-54.4%
ANIX vs VOO
+800.4%
-854.9%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.9% | -1.9% |
| 7D | -17.6% | +2.6% | -20.2% | -19.4% |
| 30D | -1.5% | -2.0% | +0.5% | +0.3% |
| 3M | -18.1% | -2.8% | -15.4% | -16.1% |
| 6M | -9.7% | +2.2% | -11.8% | -11.0% |
| YTD | -16.0% | +11.5% | -27.5% | -22.5% |
| 1Y | -40.3% | +13.5% | -53.8% | -45.5% |
| 3Y | -11.8% | +78.1% | -89.9% | -41.7% |
| 5Y | -44.0% | +73.1% | -117.2% | -62.3% |
| 10Y | -54.8% | +310.7% | -365.6% | -81.1% |
| All | -54.4% | +800.4% | -854.9% | -75.9% |
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