+1,619.3%
AN price history and return analytics
+355.4%
+1,263.9%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | -0.5% |
| 7D | +3.2% | -0.1% | +3.3% | +3.0% |
| 30D | +17.0% | -3.1% | +20.1% | +20.2% |
| 3M | -11.5% | -3.5% | -8.0% | -8.8% |
| 6M | -10.6% | +0.5% | -11.1% | -12.2% |
| YTD | -10.8% | +10.8% | -21.6% | -21.1% |
| 1Y | -4.6% | +11.9% | -16.5% | -16.5% |
| 3Y | +38.7% | +73.0% | -34.2% | -22.4% |
| 5Y | +48.0% | +58.6% | -10.6% | -9.3% |
| 10Y | +334.6% | +219.2% | +115.4% | +32.1% |
| All | +1,619.3% | +355.4% | +1,263.9% | +303.6% |
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