-50.6%
ANIX vs VT
+221.8%
-272.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -1.9% |
| 7D | -17.6% | +2.4% | -20.0% | -19.9% |
| 30D | -1.5% | -1.5% | 0.0% | +0.4% |
| 3M | -18.1% | -4.1% | -14.0% | -14.0% |
| 6M | -9.7% | +0.6% | -10.2% | -10.2% |
| YTD | -16.0% | +11.0% | -27.1% | -24.8% |
| 1Y | -40.3% | +13.3% | -53.7% | -47.6% |
| 3Y | -11.8% | +73.4% | -85.2% | -50.1% |
| 5Y | -44.0% | +57.4% | -101.5% | -64.7% |
| All | -50.6% | +221.8% | -272.3% | -82.8% |
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