-38.0%
ANNA vs VOO
+14.7%
-52.7%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.5% | +1.6% | -13.2% | -5.3% |
| 7D | -15.9% | -0.7% | -15.1% | -17.7% |
| 30D | -23.0% | -1.1% | -22.0% | -25.9% |
| 3M | -16.2% | -0.3% | -15.9% | -17.0% |
| 6M | -44.5% | +7.4% | -51.9% | -20.2% |
| YTD | -28.0% | +13.4% | -41.4% | +90.6% |
| 1Y | -38.0% | +14.8% | -52.8% | +63.6% |
| All | -38.0% | +14.7% | -52.7% | +63.6% |
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