-83.8%
ANIX vs VT
+374.2%
-458.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -11.8% | +0.4% | -12.2% | -12.0% |
| 30D | -10.0% | +1.0% | -10.9% | -10.4% |
| 3M | +17.2% | +2.4% | +14.8% | +15.6% |
| 6M | +5.5% | +12.0% | -6.5% | -0.8% |
| YTD | -1.6% | +15.3% | -16.9% | -8.8% |
| 1Y | +3.4% | +22.6% | -19.2% | -7.0% |
| 3Y | -15.7% | +74.7% | -90.3% | -36.3% |
| 5Y | -43.5% | +66.1% | -109.6% | -56.1% |
| 10Y | -26.7% | +225.0% | -251.7% | -54.6% |
| All | -83.8% | +374.2% | -458.0% | -90.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling