-6.3%
ANPA vs VT
+27.0%
-33.3%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.9% | -0.5% | -16.4% | -15.7% |
| 7D | -17.5% | +1.0% | -18.5% | -19.4% |
| 30D | -28.6% | -0.2% | -28.3% | -28.2% |
| 3M | -45.1% | +4.5% | -49.7% | -51.8% |
| 6M | -63.6% | +14.1% | -77.7% | -77.2% |
| YTD | -85.1% | +14.8% | -99.9% | -89.9% |
| 1Y | -91.2% | +21.2% | -112.4% | -94.9% |
| All | -6.3% | +27.0% | -33.3% | -58.7% |
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