+702.9%
AWR price history and return analytics
+357.6%
+345.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.6% | -2.4% | -1.4% |
| 7D | +2.9% | +0.4% | +2.5% | +2.5% |
| 30D | +9.6% | -2.6% | +12.2% | +11.1% |
| 3M | +3.8% | -3.2% | +7.0% | +5.6% |
| 6M | +18.2% | +0.9% | +17.3% | +16.7% |
| YTD | +26.8% | +11.3% | +15.5% | +17.1% |
| 1Y | +23.7% | +14.0% | +9.6% | +12.4% |
| 3Y | +24.2% | +75.8% | -51.6% | -16.2% |
| 5Y | +8.0% | +57.8% | -49.9% | -22.8% |
| 10Y | +175.5% | +219.8% | -44.3% | +21.1% |
| All | +702.9% | +357.6% | +345.2% | +154.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling