-64.5%
ANNA vs VOO
+88.6%
-153.1%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +1.3% |
| 7D | +16.7% | -0.8% | +17.4% | +16.3% |
| 30D | +35.7% | -1.1% | +36.7% | +35.1% |
| 3M | +3.6% | +3.9% | -0.3% | +5.7% |
| 6M | +0.6% | +13.6% | -13.1% | +9.1% |
| YTD | +21.7% | +12.7% | +9.0% | +31.9% |
| 1Y | -20.3% | +17.6% | -37.9% | -13.5% |
| 3Y | -67.1% | +77.3% | -144.4% | -63.0% |
| All | -64.5% | +88.6% | -153.1% | -60.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling