-70.2%
AWRE price history and return analytics
+65.7%
-135.9%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.6% | -5.1% | -5.1% |
| 7D | -4.9% | -0.1% | -4.8% | -4.7% |
| 30D | -8.7% | -0.7% | -8.0% | -8.1% |
| 3M | -14.1% | +4.0% | -18.1% | -17.0% |
| 6M | -23.7% | +12.3% | -36.0% | -31.7% |
| YTD | -37.3% | +14.0% | -51.3% | -44.7% |
| 1Y | -58.1% | +20.3% | -78.4% | -64.8% |
| 3Y | -21.1% | +75.4% | -96.5% | -52.8% |
| 5Y | -70.2% | +66.0% | -136.1% | -81.5% |
| All | -70.2% | +65.7% | -135.9% | -81.5% |
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