-98.1%
VANI vs VT
+221.8%
-319.8%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +3.0% |
| 7D | -5.6% | +2.4% | -8.0% | -7.8% |
| 30D | -12.9% | -1.5% | -11.4% | -11.4% |
| 3M | -24.6% | -4.1% | -20.5% | -21.1% |
| 6M | -12.9% | +0.6% | -13.5% | -13.3% |
| YTD | -17.9% | +11.0% | -28.9% | -25.9% |
| 1Y | -25.5% | +13.3% | -38.8% | -34.2% |
| 3Y | -1.0% | +73.4% | -74.4% | -45.0% |
| 5Y | -87.6% | +57.4% | -145.1% | -92.2% |
| All | -98.1% | +221.8% | -319.8% | -99.3% |
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