+164.8%
AWR price history and return analytics
+224.4%
-59.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -1.0% |
| 7D | +1.1% | -0.7% | +1.8% | +1.3% |
| 30D | +8.1% | -1.7% | +9.8% | +8.9% |
| 3M | +2.9% | -2.3% | +5.2% | +4.0% |
| 6M | +17.6% | +1.5% | +16.1% | +15.9% |
| YTD | +26.0% | +12.0% | +14.0% | +16.8% |
| 1Y | +21.2% | +12.9% | +8.4% | +11.8% |
| 3Y | +24.3% | +74.9% | -50.6% | -14.6% |
| 5Y | +7.2% | +59.9% | -52.7% | -22.6% |
| 10Y | +164.8% | +224.6% | -59.8% | +4.6% |
| All | +164.8% | +224.4% | -59.6% | +4.6% |
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