+19.7%
AQWA vs VT
+59.8%
-40.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -1.0% |
| 7D | -1.3% | -0.7% | -0.6% | -0.8% |
| 30D | +6.3% | -1.7% | +8.1% | +7.7% |
| 3M | -2.5% | -2.3% | -0.2% | -0.8% |
| 6M | +0.8% | +1.5% | -0.7% | -0.8% |
| YTD | +2.9% | +12.0% | -9.2% | -6.7% |
| 1Y | -0.4% | +12.9% | -13.3% | -10.2% |
| 3Y | +36.5% | +74.9% | -38.5% | -16.0% |
| 5Y | +19.7% | +59.9% | -40.2% | -22.6% |
| All | +19.7% | +59.8% | -40.1% | -22.6% |
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