+0.6%
ANL price history and return analytics
+77.5%
-76.9%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.9% | +3.5% | +3.5% |
| 7D | +2.3% | -2.0% | +4.3% | +4.2% |
| 30D | +15.4% | -1.4% | +16.8% | +16.8% |
| 3M | +44.1% | +4.7% | +39.4% | +38.5% |
| 6M | +69.6% | +11.4% | +58.2% | +56.8% |
| YTD | +962.7% | +13.1% | +949.6% | +867.0% |
| 1Y | +752.5% | +19.0% | +733.5% | +649.4% |
| All | +0.6% | +77.5% | -76.9% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling