+132.1%
AWK price history and return analytics
+226.9%
-94.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | +0.1% |
| 7D | -0.7% | -2.0% | +1.3% | +0.3% |
| 30D | +2.8% | -1.4% | +4.2% | +3.5% |
| 3M | +11.3% | +4.7% | +6.6% | +8.3% |
| 6M | +6.7% | +11.4% | -4.6% | -0.1% |
| YTD | +9.4% | +13.1% | -3.7% | +1.3% |
| 1Y | +3.7% | +19.0% | -15.3% | -7.1% |
| 3Y | +9.2% | +73.9% | -64.7% | -24.7% |
| 5Y | -15.7% | +65.4% | -81.1% | -40.7% |
| All | +132.1% | +226.9% | -94.8% | -3.1% |
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