+278.6%
AWF price history and return analytics
+357.6%
-79.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.6% | -1.3% | -0.2% |
| 7D | +1.9% | +0.4% | +1.6% | +1.7% |
| 30D | +2.2% | -2.6% | +4.7% | +3.7% |
| 3M | -1.7% | -3.2% | +1.5% | +0.1% |
| 6M | -0.6% | +0.9% | -1.5% | -1.4% |
| YTD | -2.6% | +11.3% | -13.9% | -9.0% |
| 1Y | -2.5% | +14.0% | -16.5% | -10.2% |
| 3Y | +28.7% | +75.8% | -47.2% | -9.5% |
| 5Y | +16.2% | +57.8% | -41.6% | -13.8% |
| 10Y | +70.8% | +219.8% | -149.0% | -20.4% |
| All | +278.6% | +357.6% | -79.1% | +31.3% |
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