-36.9%
ANIX vs VT
+53.4%
-90.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.2% | +4.7% | +4.7% |
| 7D | +1.9% | -2.3% | +4.2% | +5.0% |
| 30D | +7.8% | -5.0% | +12.8% | +14.7% |
| 3M | -7.3% | -4.9% | -2.4% | -1.3% |
| 6M | +3.9% | -1.5% | +5.5% | +6.1% |
| YTD | +1.9% | +8.5% | -6.6% | -6.5% |
| 1Y | -21.7% | +11.4% | -33.0% | -29.9% |
| 3Y | -2.8% | +70.1% | -72.8% | -42.8% |
| All | -36.9% | +53.4% | -90.3% | -57.0% |
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