+106.1%
ANNX price history and return analytics
+20.4%
+85.7%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.6% | -5.8% | -5.5% |
| 7D | -11.4% | -0.1% | -11.2% | -11.1% |
| 30D | -18.9% | -0.7% | -18.3% | -18.0% |
| 3M | -16.0% | +4.0% | -20.0% | -21.3% |
| 6M | -21.8% | +12.3% | -34.1% | -36.8% |
| YTD | -12.9% | +14.0% | -27.0% | -32.0% |
| 1Y | +106.1% | +20.3% | +85.8% | +28.4% |
| All | +106.1% | +20.4% | +85.7% | +28.4% |
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