-82.9%
AWRE price history and return analytics
+221.8%
-304.7%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.9% |
| 7D | -4.1% | +2.4% | -6.5% | -5.6% |
| 30D | +1.1% | -1.5% | +2.6% | +2.1% |
| 3M | -23.1% | -4.1% | -19.0% | -21.0% |
| 6M | -25.6% | +0.6% | -26.2% | -25.7% |
| YTD | -49.7% | +11.0% | -60.8% | -53.0% |
| 1Y | -60.4% | +13.3% | -73.8% | -63.5% |
| 3Y | -42.6% | +73.4% | -116.0% | -58.4% |
| 5Y | -71.4% | +57.4% | -128.8% | -78.5% |
| All | -82.9% | +221.8% | -304.7% | -91.9% |
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