+2.7%
VANI price history and return analytics
+20.4%
-17.7%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.3% | -2.2% |
| 7D | -7.4% | -0.1% | -7.3% | -7.2% |
| 30D | -6.7% | -0.7% | -6.1% | -6.1% |
| 3M | +15.4% | +4.0% | +11.4% | +8.7% |
| 6M | +12.4% | +12.3% | +0.1% | -5.6% |
| YTD | +6.9% | +14.0% | -7.1% | -11.7% |
| 1Y | +2.7% | +20.3% | -17.6% | -18.8% |
| All | +2.7% | +20.4% | -17.7% | -18.8% |
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