+339.6%
AWI price history and return analytics
+222.7%
+116.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.2% | -1.2% |
| 7D | -1.1% | -0.1% | -1.0% | -1.0% |
| 30D | -8.8% | -0.7% | -8.1% | -8.2% |
| 3M | +7.1% | +4.0% | +3.1% | +2.7% |
| 6M | +0.8% | +12.3% | -11.5% | -11.2% |
| YTD | -12.0% | +14.0% | -26.0% | -23.9% |
| 1Y | -13.2% | +20.3% | -33.5% | -29.2% |
| 3Y | +136.2% | +75.4% | +60.8% | +28.4% |
| 5Y | +75.9% | +66.0% | +9.9% | +1.9% |
| 10Y | +339.6% | +228.2% | +111.4% | +25.3% |
| All | +339.6% | +222.7% | +116.9% | +25.3% |
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 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