+611.9%
ANL vs VOO
+14.7%
+597.2%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | -2.8% |
| 7D | -5.8% | -0.7% | -5.1% | -4.3% |
| 30D | -36.1% | -1.1% | -35.0% | -34.5% |
| 3M | -26.1% | -0.3% | -25.7% | -25.4% |
| 6M | -35.8% | +7.4% | -43.2% | -42.8% |
| YTD | +576.8% | +13.4% | +563.4% | +429.9% |
| 1Y | +611.9% | +14.8% | +597.1% | +451.9% |
| All | +611.9% | +14.7% | +597.2% | +451.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 1y: compounded portfolio wealth divided by compounded VOO 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…
1y analysis · Full analysis span regression · 6 months rolling