-64.8%
ANNA vs VOO
+87.0%
-151.8%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.6% | +6.2% | +5.3% |
| 7D | +11.6% | -2.0% | +13.6% | +10.6% |
| 30D | +42.2% | -1.7% | +43.9% | +41.2% |
| 3M | -2.8% | +4.7% | -7.5% | -0.4% |
| 6M | +19.2% | +12.6% | +6.7% | +28.8% |
| YTD | +20.7% | +11.8% | +8.9% | +30.2% |
| 1Y | -20.4% | +17.5% | -37.9% | -13.9% |
| 3Y | -67.4% | +77.0% | -144.4% | -63.5% |
| All | -64.8% | +87.0% | -151.8% | -60.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling