+374.3%
AWI vs VT
+221.8%
+152.5%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.9% |
| 7D | +2.6% | +2.4% | +0.3% | +0.2% |
| 30D | +7.8% | -1.5% | +9.3% | +9.3% |
| 3M | -3.1% | -4.1% | +1.1% | +1.2% |
| 6M | +11.6% | +0.6% | +11.1% | +10.5% |
| YTD | -7.3% | +11.0% | -18.3% | -17.7% |
| 1Y | -4.0% | +13.3% | -17.4% | -16.7% |
| 3Y | +124.7% | +73.4% | +51.3% | +23.0% |
| 5Y | +63.3% | +57.4% | +5.9% | -0.2% |
| All | +374.3% | +221.8% | +152.5% | +30.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling