-21.0%
VANI vs VT
+13.3%
-34.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.9% | -3.2% |
| 7D | +5.6% | -0.7% | +6.3% | +6.4% |
| 30D | -5.0% | -1.7% | -3.3% | -2.9% |
| 3M | -18.7% | -2.3% | -16.4% | -16.3% |
| 6M | -5.8% | +1.5% | -7.4% | -7.9% |
| YTD | -8.1% | +12.0% | -20.2% | -22.9% |
| 1Y | -21.0% | +12.9% | -33.8% | -34.5% |
| All | -21.0% | +13.3% | -34.2% | -34.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling