+71.7%
ANRO vs VT
+62.9%
+8.8%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | +1.2% | +0.4% | +0.7% | +0.6% |
| 30D | +26.8% | +1.0% | +25.9% | +25.2% |
| 3M | +77.5% | +2.4% | +75.1% | +72.3% |
| 6M | +65.9% | +12.0% | +53.9% | +43.4% |
| YTD | +99.7% | +15.3% | +84.4% | +66.1% |
| 1Y | +912.8% | +22.6% | +890.2% | +705.8% |
| All | +71.7% | +62.9% | +8.8% | +45.3% |
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