+0.1%
ANL vs VT
+81.1%
-81.0%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +8.6% | +0.4% | +8.2% | +8.2% |
| 30D | +14.8% | +1.0% | +13.9% | +13.7% |
| 3M | +36.5% | +2.4% | +34.1% | +33.9% |
| 6M | +79.1% | +12.0% | +67.1% | +63.7% |
| YTD | +957.0% | +15.3% | +941.7% | +844.1% |
| 1Y | +752.8% | +22.6% | +730.3% | +631.1% |
| All | +0.1% | +81.1% | -81.0% | -39.8% |
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