+87.2%
AWP price history and return analytics
+222.7%
-135.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.8% | -0.9% |
| 7D | -1.4% | -0.1% | -1.3% | -1.3% |
| 30D | -3.4% | -0.7% | -2.7% | -2.8% |
| 3M | +1.1% | +4.0% | -2.9% | -2.8% |
| 6M | +1.8% | +12.3% | -10.5% | -9.0% |
| YTD | +5.9% | +14.0% | -8.1% | -6.9% |
| 1Y | +5.4% | +20.3% | -14.9% | -12.1% |
| 3Y | +43.7% | +75.4% | -31.8% | -16.7% |
| 5Y | -0.9% | +66.0% | -66.9% | -39.6% |
| 10Y | +87.2% | +228.2% | -141.0% | -37.1% |
| All | +87.2% | +222.7% | -135.5% | -37.1% |
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