-61.8%
ANTX vs VT
+74.2%
-135.9%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +5.6% | +0.4% | +5.1% | +5.2% |
| 30D | +0.9% | +1.0% | -0.1% | +0.1% |
| 3M | +41.2% | +2.4% | +38.9% | +38.9% |
| 6M | +339.6% | +12.0% | +327.5% | +299.5% |
| YTD | +416.7% | +15.3% | +401.3% | +357.2% |
| 1Y | +367.5% | +22.6% | +344.9% | +292.4% |
| 3Y | -61.4% | +74.7% | -136.0% | -76.5% |
| All | -61.8% | +74.2% | -135.9% | -77.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling