-82.8%
AWRE vs VT
+222.7%
-305.4%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.4% | -0.7% |
| 7D | -2.1% | +2.9% | -5.0% | -3.9% |
| 30D | -2.1% | -2.5% | +0.4% | -0.4% |
| 3M | -21.0% | -3.3% | -17.7% | -19.2% |
| 6M | -25.4% | +1.5% | -26.9% | -25.9% |
| YTD | -49.2% | +11.4% | -60.5% | -52.6% |
| 1Y | -61.3% | +11.9% | -73.2% | -64.0% |
| 3Y | -39.0% | +73.9% | -112.8% | -55.9% |
| 5Y | -71.1% | +57.9% | -129.0% | -78.3% |
| All | -82.8% | +222.7% | -305.4% | -91.9% |
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