-34.2%
AWRE price history and return analytics
+357.6%
-391.8%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.6% | -5.7% | -4.1% |
| 7D | +3.3% | +0.4% | +2.9% | +3.2% |
| 30D | -9.6% | -2.6% | -7.0% | -8.7% |
| 3M | -26.0% | -3.2% | -22.7% | -25.0% |
| 6M | -27.7% | +0.9% | -28.6% | -27.8% |
| YTD | -49.2% | +11.3% | -60.5% | -51.2% |
| 1Y | -61.9% | +14.0% | -75.9% | -63.7% |
| 3Y | -39.0% | +75.8% | -114.8% | -49.4% |
| 5Y | -72.1% | +57.8% | -129.9% | -76.2% |
| 10Y | -82.1% | +219.8% | -301.9% | -87.1% |
| All | -34.2% | +357.6% | -391.8% | -46.5% |
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 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