+90.9%
ANNX price history and return analytics
+69.7%
+21.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.6% | +4.5% |
| 7D | +3.7% | -2.3% | +6.0% | +7.5% |
| 30D | +4.7% | -5.0% | +9.7% | +13.0% |
| 3M | -25.0% | -4.9% | -20.1% | -19.2% |
| 6M | -26.3% | -1.5% | -24.8% | -24.7% |
| YTD | -16.3% | +8.5% | -24.8% | -26.0% |
| 1Y | +39.1% | +11.4% | +27.7% | +18.2% |
| 3Y | +90.9% | +70.1% | +20.8% | -21.5% |
| All | +90.9% | +69.7% | +21.2% | -21.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling