-41.1%
ANIX vs VT
+215.5%
-256.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.2% | +4.7% | +4.7% |
| 7D | +1.9% | -2.3% | +4.2% | +4.9% |
| 30D | +7.8% | -5.0% | +12.8% | +14.5% |
| 3M | -7.3% | -4.9% | -2.4% | -1.5% |
| 6M | +3.9% | -1.5% | +5.5% | +6.0% |
| YTD | +1.9% | +8.5% | -6.6% | -6.2% |
| 1Y | -21.7% | +11.4% | -33.0% | -29.7% |
| 3Y | -2.8% | +70.1% | -72.8% | -43.7% |
| 5Y | -36.1% | +53.7% | -89.9% | -58.6% |
| All | -41.1% | +215.5% | -256.6% | -80.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling