-39.2%
ANIX vs VT
+53.2%
-92.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -4.1% | -3.5% | -2.9% |
| 7D | -8.2% | -4.2% | -4.0% | -3.2% |
| 30D | +0.3% | -5.8% | +6.1% | +7.9% |
| 3M | -11.1% | -5.2% | -5.9% | -5.0% |
| 6M | +1.0% | +0.1% | +0.9% | +1.1% |
| YTD | -2.9% | +8.2% | -11.1% | -10.6% |
| 1Y | -25.6% | +10.1% | -35.7% | -32.6% |
| 3Y | -5.9% | +69.7% | -75.6% | -44.5% |
| 5Y | -39.2% | +53.4% | -92.5% | -59.1% |
| All | -39.2% | +53.2% | -92.3% | -59.1% |
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