-72.6%
AWRE vs VT
+57.5%
-130.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.5% | -4.8% | -4.9% |
| 7D | -2.2% | -0.1% | -2.1% | -2.0% |
| 30D | -14.4% | -3.1% | -11.4% | -11.9% |
| 3M | -29.9% | -3.5% | -26.4% | -27.6% |
| 6M | -31.5% | +0.5% | -32.0% | -31.7% |
| YTD | -51.9% | +10.8% | -62.7% | -56.5% |
| 1Y | -64.8% | +11.9% | -76.7% | -68.4% |
| 3Y | -42.2% | +73.0% | -115.2% | -64.9% |
| 5Y | -72.6% | +58.6% | -131.2% | -82.8% |
| All | -72.6% | +57.5% | -130.2% | -82.8% |
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