+17.1%
DWSN vs VT
+74.1%
-57.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.6% | -5.0% | -5.3% |
| 7D | -6.4% | +0.4% | -6.8% | -6.9% |
| 30D | -38.2% | -2.6% | -35.6% | -36.3% |
| 3M | -63.2% | -3.2% | -60.0% | -61.7% |
| 6M | -49.0% | +0.9% | -50.0% | -49.0% |
| YTD | +2.6% | +11.3% | -8.7% | -8.2% |
| 1Y | -17.9% | +14.0% | -32.0% | -28.2% |
| 3Y | +17.1% | +75.8% | -58.7% | +3.8% |
| All | +17.1% | +74.1% | -57.0% | +3.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling