-67.3%
ANPA vs VT
+23.3%
-90.6%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -0.4% |
| 7D | -0.9% | +2.9% | -3.7% | -6.9% |
| 30D | -38.2% | -2.5% | -35.7% | -34.8% |
| 3M | -72.7% | -3.3% | -69.4% | -70.7% |
| 6M | -81.0% | +1.5% | -82.6% | -82.5% |
| YTD | -94.8% | +11.4% | -106.2% | -96.3% |
| 1Y | -96.7% | +11.9% | -108.6% | -97.6% |
| All | -67.3% | +23.3% | -90.6% | -84.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling