+1.4%
ANL price history and return analytics
+79.1%
-77.7%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | 0.0% |
| 7D | +1.3% | -1.1% | +2.4% | +2.4% |
| 30D | +16.2% | -1.0% | +17.2% | +17.2% |
| 3M | +49.1% | +3.2% | +46.0% | +45.2% |
| 6M | +72.4% | +12.5% | +60.0% | +58.1% |
| YTD | +971.1% | +14.1% | +957.1% | +866.6% |
| 1Y | +745.0% | +18.9% | +726.1% | +641.5% |
| All | +1.4% | +79.1% | -77.7% | -38.3% |
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