-2.5%
AWP price history and return analytics
+57.4%
-59.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.4% | 0.0% |
| 7D | +3.8% | +0.4% | +3.5% | +3.5% |
| 30D | +7.9% | -2.6% | +10.5% | +10.2% |
| 3M | -6.1% | -3.2% | -2.9% | -3.5% |
| 6M | -3.6% | +0.9% | -4.6% | -4.9% |
| YTD | +4.1% | +11.3% | -7.2% | -6.2% |
| 1Y | +5.2% | +14.0% | -8.8% | -7.4% |
| 3Y | +52.2% | +75.8% | -23.6% | -12.8% |
| 5Y | -2.5% | +57.8% | -60.3% | -37.5% |
| All | -2.5% | +57.4% | -59.8% | -37.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling