-37.1%
AWX vs VT
+57.0%
-94.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | +10.6% | +2.4% | +8.2% | +9.9% |
| 30D | +12.8% | -1.5% | +14.3% | +13.3% |
| 3M | +0.7% | -4.1% | +4.8% | +1.8% |
| 6M | +11.5% | +0.6% | +10.9% | +11.2% |
| YTD | +4.8% | +11.0% | -6.2% | +1.6% |
| 1Y | -0.4% | +13.3% | -13.7% | -4.0% |
| 3Y | +36.2% | +73.4% | -37.2% | +11.8% |
| All | -37.1% | +57.0% | -94.1% | -45.0% |
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