-77.3%
AWRE price history and return analytics
+229.8%
-307.1%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.6% |
| 7D | -3.9% | -1.1% | -2.8% | -3.3% |
| 30D | +2.5% | -1.0% | +3.5% | +3.2% |
| 3M | -13.5% | +3.2% | -16.6% | -15.0% |
| 6M | -15.9% | +12.5% | -28.3% | -22.1% |
| YTD | -34.1% | +14.1% | -48.1% | -39.5% |
| 1Y | -56.4% | +18.9% | -75.3% | -61.0% |
| 3Y | -14.1% | +74.1% | -88.2% | -38.1% |
| 5Y | -69.6% | +66.9% | -136.4% | -77.9% |
| All | -77.3% | +229.8% | -307.1% | -88.4% |
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