+6.7%
AWR vs VT
+66.2%
-59.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -1.5% | +0.4% | -1.9% | -1.6% |
| 30D | +4.9% | +1.0% | +3.9% | +4.6% |
| 3M | +15.7% | +2.4% | +13.3% | +14.7% |
| 6M | +16.2% | +12.0% | +4.2% | +11.7% |
| YTD | +24.6% | +15.3% | +9.2% | +18.3% |
| 1Y | +22.5% | +22.6% | -0.1% | +13.4% |
| 3Y | +13.3% | +74.7% | -61.4% | -11.7% |
| All | +6.7% | +66.2% | -59.5% | -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 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