-76.4%
ANNX price history and return analytics
+119.1%
-195.5%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.6% | +4.6% |
| 7D | +3.7% | -2.3% | +6.0% | +7.1% |
| 30D | +4.7% | -5.0% | +9.7% | +12.2% |
| 3M | -25.0% | -4.9% | -20.1% | -19.8% |
| 6M | -26.3% | -1.5% | -24.8% | -24.8% |
| YTD | -16.3% | +8.5% | -24.8% | -24.3% |
| 1Y | +39.1% | +11.4% | +27.7% | +21.4% |
| 3Y | +90.9% | +70.1% | +20.8% | +2.3% |
| 5Y | -72.9% | +53.7% | -126.7% | -83.0% |
| All | -76.4% | +119.1% | -195.5% | -91.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling