+1,882.8%
AN price history and return analytics
+374.2%
+1,508.6%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | +6.1% | +0.4% | +5.7% | +5.6% |
| 30D | -1.6% | +1.0% | -2.6% | -2.6% |
| 3M | +12.9% | +2.4% | +10.5% | +9.5% |
| 6M | +8.5% | +12.0% | -3.5% | -4.3% |
| YTD | +2.8% | +15.3% | -12.5% | -12.1% |
| 1Y | -5.9% | +22.6% | -28.5% | -24.7% |
| 3Y | +32.2% | +74.7% | -42.5% | -26.2% |
| 5Y | +99.8% | +66.1% | +33.7% | +17.4% |
| 10Y | +339.0% | +225.0% | +114.0% | +31.9% |
| All | +1,882.8% | +374.2% | +1,508.6% | +349.7% |
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