-22.7%
ANEL price history and return analytics
+13.3%
-36.0%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | 0.0% | +6.8% | +6.7% |
| 7D | -18.6% | -1.6% | -17.0% | -12.0% |
| 30D | -36.3% | -2.5% | -33.8% | -27.6% |
| 3M | -24.8% | -1.3% | -23.5% | -17.9% |
| 6M | -25.9% | +3.1% | -28.9% | -29.7% |
| YTD | +11.6% | +10.9% | +0.7% | -20.1% |
| All | -22.7% | +13.3% | -36.0% | -49.0% |
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