-12.5%
AWX price history and return analytics
+229.8%
-242.3%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | 0.0% |
| 7D | +1.9% | -1.1% | +3.0% | +2.4% |
| 30D | -3.3% | -1.0% | -2.3% | -2.9% |
| 3M | +7.3% | +3.2% | +4.1% | +5.5% |
| 6M | +3.9% | +12.5% | -8.6% | -2.1% |
| YTD | -1.1% | +14.1% | -15.2% | -7.6% |
| 1Y | +7.7% | +18.9% | -11.2% | -1.5% |
| 3Y | +29.8% | +74.1% | -44.3% | -4.3% |
| 5Y | -34.5% | +66.9% | -101.3% | -50.8% |
| All | -12.5% | +229.8% | -242.3% | -47.2% |
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