+32.9%
AQWA vs VT
+79.6%
-46.6%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.9% | +0.4% | -1.3% | -1.2% |
| 30D | -4.8% | +1.0% | -5.8% | -5.6% |
| 3M | +1.5% | +2.4% | -0.9% | -0.6% |
| 6M | -7.2% | +12.0% | -19.2% | -15.5% |
| YTD | +1.0% | +15.3% | -14.4% | -10.3% |
| 1Y | -3.4% | +22.6% | -26.0% | -18.5% |
| 3Y | +28.4% | +74.7% | -46.3% | -20.2% |
| 5Y | +17.2% | +66.1% | -49.0% | -26.1% |
| All | +32.9% | +79.6% | -46.6% | -20.5% |
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