-73.0%
ANNX price history and return analytics
+66.2%
-139.2%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -3.4% |
| 7D | -4.5% | +1.0% | -5.5% | -5.8% |
| 30D | -13.7% | -0.2% | -13.4% | -13.4% |
| 3M | -8.8% | +4.5% | -13.3% | -14.3% |
| 6M | -9.5% | +14.1% | -23.6% | -24.2% |
| YTD | -7.0% | +14.8% | -21.7% | -22.8% |
| 1Y | +111.3% | +21.2% | +90.1% | +63.7% |
| 3Y | +97.0% | +76.6% | +20.5% | -4.0% |
| 5Y | -73.0% | +66.6% | -139.6% | -83.3% |
| All | -73.0% | +66.2% | -139.2% | -83.3% |
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