+265.2%
VAW price history and return analytics
+371.8%
-106.6%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.3% |
| 7D | +0.1% | +1.0% | -0.9% | -1.0% |
| 30D | -1.3% | -0.2% | -1.0% | -1.0% |
| 3M | +3.9% | +4.5% | -0.7% | -1.0% |
| 6M | +3.9% | +14.1% | -10.2% | -9.7% |
| YTD | +13.3% | +14.8% | -1.5% | -2.1% |
| 1Y | +13.6% | +21.2% | -7.6% | -7.3% |
| 3Y | +36.9% | +76.6% | -39.7% | -25.0% |
| 5Y | +38.7% | +66.6% | -27.9% | -19.1% |
| 10Y | +156.7% | +222.3% | -65.6% | -24.1% |
| All | +265.2% | +371.8% | -106.6% | -28.2% |
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 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