-99.7%
VANI vs VT
+239.4%
-339.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | 0.0% | +7.2% | +7.2% |
| 7D | +4.9% | +0.4% | +4.5% | +4.4% |
| 30D | +8.0% | +1.0% | +7.0% | +6.7% |
| 3M | +16.4% | +2.4% | +14.0% | +13.2% |
| 6M | +26.3% | +12.0% | +14.3% | +12.0% |
| YTD | +21.1% | +15.3% | +5.8% | +4.4% |
| 1Y | +8.8% | +22.6% | -13.8% | -11.9% |
| 3Y | +60.2% | +74.7% | -14.5% | -13.2% |
| 5Y | -86.7% | +66.1% | -152.9% | -92.3% |
| 10Y | -98.2% | +225.0% | -323.2% | -99.5% |
| All | -99.7% | +239.4% | -339.1% | -99.9% |
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