+17.5%
AWR vs VT
+69.7%
-52.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.3% |
| 7D | +4.2% | -2.3% | +6.6% | +4.3% |
| 30D | +10.5% | -5.0% | +15.4% | +10.7% |
| 3M | +5.7% | -4.9% | +10.6% | +5.9% |
| 6M | +20.2% | -1.5% | +21.7% | +20.1% |
| YTD | +26.6% | +8.5% | +18.1% | +24.9% |
| 1Y | +23.3% | +11.4% | +11.9% | +21.0% |
| 3Y | +17.5% | +70.1% | -52.5% | -15.3% |
| All | +17.5% | +69.7% | -52.2% | -15.3% |
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