+738.1%
ANL price history and return analytics
+23.4%
+714.7%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.0% | +5.4% | +4.9% |
| 7D | +3.0% | +0.1% | +2.9% | +2.9% |
| 30D | +13.5% | +0.8% | +12.6% | +11.8% |
| 3M | +31.0% | +2.8% | +28.2% | +26.2% |
| 6M | +84.1% | +13.0% | +71.2% | +54.2% |
| YTD | +938.7% | +15.4% | +923.4% | +743.6% |
| All | +738.1% | +23.4% | +714.7% | +611.1% |
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