+41.1%
VANI price history and return analytics
+76.6%
-35.5%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | -0.5% | -8.6% | -8.8% |
| 7D | -0.4% | +1.0% | -1.4% | -1.0% |
| 30D | -3.9% | -0.2% | -3.7% | -3.8% |
| 3M | +17.8% | +4.5% | +13.3% | +14.3% |
| 6M | +15.8% | +14.1% | +1.8% | +6.9% |
| YTD | +10.2% | +14.8% | -4.6% | +1.7% |
| 1Y | +5.9% | +21.2% | -15.3% | -4.0% |
| 3Y | +41.1% | +76.6% | -35.4% | +42.2% |
| All | +41.1% | +76.6% | -35.5% | +42.2% |
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