-61.5%
AWRE vs VT
+13.3%
-74.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.1% | +5.6% | +5.9% |
| 7D | -5.9% | -0.7% | -5.2% | -5.3% |
| 30D | -5.0% | -1.7% | -3.3% | -3.8% |
| 3M | -22.8% | -2.3% | -20.5% | -21.5% |
| 6M | -29.1% | +1.5% | -30.6% | -29.0% |
| YTD | -48.6% | +12.0% | -60.7% | -52.3% |
| 1Y | -61.5% | +12.9% | -74.4% | -64.7% |
| All | -61.5% | +13.3% | -74.8% | -64.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling