+16.0%
AQWA price history and return analytics
+65.7%
-49.7%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.5% |
| 7D | -2.8% | -1.1% | -1.7% | -1.9% |
| 30D | -6.4% | -1.0% | -5.4% | -5.6% |
| 3M | -1.6% | +3.2% | -4.7% | -4.1% |
| 6M | -4.9% | +12.5% | -17.3% | -13.8% |
| YTD | -1.8% | +14.1% | -15.9% | -12.1% |
| 1Y | -5.0% | +18.9% | -23.9% | -17.8% |
| 3Y | +27.9% | +74.1% | -46.2% | -20.5% |
| All | +16.0% | +65.7% | -49.7% | -27.4% |
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