-97.6%
VANI vs VT
+215.5%
-313.1%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.6% |
| 7D | -1.8% | -2.3% | +0.5% | +0.5% |
| 30D | -15.7% | -5.0% | -10.8% | -11.1% |
| 3M | -21.3% | -4.9% | -16.4% | -17.1% |
| 6M | -14.4% | -1.5% | -12.9% | -13.0% |
| YTD | -13.0% | +8.5% | -21.5% | -19.7% |
| 1Y | -27.2% | +11.4% | -38.6% | -34.5% |
| 3Y | -4.5% | +70.1% | -74.5% | -45.9% |
| 5Y | -87.3% | +53.7% | -141.0% | -91.8% |
| All | -97.6% | +215.5% | -313.1% | -99.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling