-29.5%
AWAY price history and return analytics
+114.0%
-143.5%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | 0.0% |
| 7D | +0.3% | +2.4% | -2.0% | -2.5% |
| 30D | +4.4% | -1.5% | +5.9% | +6.2% |
| 3M | -14.3% | -4.1% | -10.2% | -10.0% |
| 6M | +2.5% | +0.6% | +2.0% | +1.4% |
| YTD | -15.8% | +11.0% | -26.8% | -26.3% |
| 1Y | -18.6% | +13.3% | -31.9% | -30.6% |
| 3Y | +4.8% | +73.4% | -68.6% | -46.9% |
| 5Y | -37.7% | +57.4% | -95.2% | -63.9% |
| All | -29.5% | +114.0% | -143.5% | -72.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling