-65.5%
ANTX vs VOO
+77.4%
-142.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.8% | -5.8% | -5.5% |
| 7D | -8.1% | -0.8% | -7.4% | -7.7% |
| 30D | -13.9% | -1.1% | -12.8% | -13.2% |
| 3M | +21.6% | +3.9% | +17.7% | +18.6% |
| 6M | +6.3% | +13.6% | -7.3% | -2.1% |
| YTD | +374.6% | +12.7% | +361.9% | +338.1% |
| 1Y | +326.0% | +17.6% | +308.4% | +281.9% |
| 3Y | -65.5% | +77.3% | -142.8% | -76.1% |
| All | -65.5% | +77.4% | -142.9% | -76.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling