-70.5%
ANTX vs VT
+67.7%
-138.1%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.8% | +2.7% |
| 7D | +13.8% | +2.4% | +11.4% | +11.5% |
| 30D | +28.5% | -1.5% | +30.0% | +30.4% |
| 3M | -23.9% | -4.1% | -19.8% | -21.3% |
| 6M | +5.6% | +0.6% | +5.0% | +5.2% |
| YTD | +299.1% | +11.0% | +288.1% | +264.1% |
| 1Y | +302.7% | +13.3% | +289.3% | +260.5% |
| 3Y | -69.6% | +73.4% | -143.0% | -81.4% |
| All | -70.5% | +67.7% | -138.1% | -81.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling