-97.8%
ANVS vs VT
+53.4%
-151.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +25.4% | +0.2% | +25.1% | +25.0% |
| 7D | -25.7% | -2.3% | -23.3% | -18.1% |
| 30D | -30.6% | -5.0% | -25.6% | -20.1% |
| 3M | -54.8% | -4.9% | -50.0% | -48.3% |
| 6M | -65.0% | -1.5% | -63.5% | -62.2% |
| YTD | -75.7% | +8.5% | -84.2% | -77.6% |
| 1Y | -57.8% | +11.4% | -69.2% | -63.0% |
| 3Y | -86.6% | +70.1% | -156.7% | -93.6% |
| All | -97.8% | +53.4% | -151.2% | -98.5% |
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