-42.4%
ANIX vs VT
+57.0%
-99.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -13.9% |
| 6M | -9.7% | +0.6% | -10.2% | -10.2% |
| YTD | -16.0% | +11.0% | -27.1% | -25.1% |
| 1Y | -40.3% | +13.3% | -53.7% | -47.8% |
| 3Y | -11.8% | +73.4% | -85.2% | -49.2% |
| All | -42.4% | +57.0% | -99.4% | -61.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling