-99.5%
DWTX vs VT
+96.1%
-195.6%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -2.9% | -2.9% |
| 7D | -13.6% | +0.4% | -14.0% | -14.1% |
| 30D | +25.1% | +1.0% | +24.2% | +23.6% |
| 3M | +36.3% | +2.4% | +33.9% | +32.8% |
| 6M | -25.9% | +12.0% | -37.9% | -34.1% |
| YTD | -45.0% | +15.3% | -60.3% | -52.5% |
| 1Y | -54.2% | +22.6% | -76.8% | -62.9% |
| 3Y | -91.9% | +74.7% | -166.6% | -95.5% |
| 5Y | -98.4% | +66.1% | -164.5% | -99.0% |
| All | -99.5% | +96.1% | -195.6% | -99.8% |
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 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