-36.9%
AWX price history and return analytics
+360.7%
-397.6%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.9% | -1.2% |
| 7D | +6.5% | -0.7% | +7.2% | +6.9% |
| 30D | +14.3% | -1.7% | +16.0% | +15.2% |
| 3M | -2.1% | -2.3% | +0.2% | -1.1% |
| 6M | +11.1% | +1.5% | +9.6% | +10.2% |
| YTD | +4.1% | +12.0% | -8.0% | -1.5% |
| 1Y | +0.4% | +12.9% | -12.5% | -5.3% |
| 3Y | +35.3% | +74.9% | -39.7% | +3.0% |
| 5Y | -28.6% | +59.9% | -88.5% | -43.8% |
| 10Y | -8.5% | +224.6% | -233.1% | -47.5% |
| All | -36.9% | +360.7% | -397.6% | -74.9% |
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 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