-19.6%
ANIX price history and return analytics
+226.9%
-246.5%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -2.0% | -1.9% |
| 7D | -9.8% | -2.0% | -7.8% | -7.8% |
| 30D | -14.6% | -1.4% | -13.2% | -13.2% |
| 3M | +17.0% | +4.7% | +12.3% | +11.0% |
| 6M | -7.7% | +11.4% | -19.1% | -17.8% |
| YTD | -11.9% | +13.1% | -24.9% | -22.7% |
| 1Y | -8.9% | +19.0% | -28.0% | -23.8% |
| 3Y | -18.9% | +73.9% | -92.8% | -54.1% |
| 5Y | -45.0% | +65.4% | -110.4% | -67.0% |
| All | -19.6% | +226.9% | -246.5% | -68.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling