+130.4%
AWI vs VT
+74.1%
+56.3%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.6% | +2.0% | +2.2% |
| 7D | +4.9% | +0.4% | +4.5% | +4.6% |
| 30D | +10.9% | -2.6% | +13.5% | +13.5% |
| 3M | -3.2% | -3.2% | 0.0% | -0.4% |
| 6M | +11.4% | +0.9% | +10.5% | +10.0% |
| YTD | -5.5% | +11.3% | -16.8% | -15.5% |
| 1Y | -4.3% | +14.0% | -18.3% | -16.5% |
| 3Y | +130.4% | +75.8% | +54.6% | +34.3% |
| All | +130.4% | +74.1% | +56.3% | +34.3% |
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