-92.8%
ANPA vs VT
+20.4%
-113.2%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.6% | -5.1% | -4.4% |
| 7D | -24.3% | -0.1% | -24.2% | -24.0% |
| 30D | -23.6% | -0.7% | -22.9% | -22.6% |
| 3M | -44.7% | +4.0% | -48.7% | -50.2% |
| 6M | -63.4% | +12.3% | -75.7% | -74.5% |
| YTD | -86.0% | +14.0% | -100.0% | -89.8% |
| 1Y | -92.8% | +20.3% | -113.1% | -94.7% |
| All | -92.8% | +20.4% | -113.2% | -94.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling