-75.4%
ANNX price history and return analytics
+130.3%
-205.7%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.6% | -5.8% | -5.6% |
| 7D | -11.4% | -0.1% | -11.2% | -11.2% |
| 30D | -18.9% | -0.7% | -18.3% | -18.2% |
| 3M | -16.0% | +4.0% | -20.0% | -20.2% |
| 6M | -21.8% | +12.3% | -34.1% | -32.5% |
| YTD | -12.9% | +14.0% | -27.0% | -26.3% |
| 1Y | +106.1% | +20.3% | +85.8% | +63.7% |
| 3Y | +84.4% | +75.4% | +8.9% | -5.3% |
| 5Y | -76.3% | +66.0% | -142.2% | -86.4% |
| All | -75.4% | +130.3% | -205.7% | -91.9% |
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