+15.2%
AQWA vs VT
+63.7%
-48.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -0.7% |
| 7D | -2.7% | -2.0% | -0.7% | -1.1% |
| 30D | -7.1% | -1.4% | -5.7% | -6.0% |
| 3M | -0.7% | +4.7% | -5.4% | -4.4% |
| 6M | -5.1% | +11.4% | -16.5% | -13.3% |
| YTD | -2.0% | +13.1% | -15.0% | -11.6% |
| 1Y | -3.5% | +19.0% | -22.6% | -16.7% |
| 3Y | +28.9% | +73.9% | -45.1% | -19.9% |
| 5Y | +15.2% | +65.4% | -50.2% | -27.6% |
| All | +15.2% | +63.7% | -48.5% | -27.6% |
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