+77.3%
AWF price history and return analytics
+221.8%
-144.4%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.8% |
| 7D | -0.2% | +2.4% | -2.6% | -1.4% |
| 30D | +2.3% | -1.5% | +3.8% | +3.0% |
| 3M | -3.9% | -4.1% | +0.2% | -1.8% |
| 6M | -2.0% | +0.6% | -2.5% | -2.5% |
| YTD | -4.1% | +11.0% | -15.1% | -9.7% |
| 1Y | -3.3% | +13.3% | -16.6% | -9.9% |
| 3Y | +27.1% | +73.4% | -46.3% | -7.2% |
| 5Y | +12.9% | +57.4% | -44.6% | -13.7% |
| All | +77.3% | +221.8% | -144.4% | -12.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling