+188.8%
DDWM price history and return analytics
+265.6%
-76.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.6% | -0.5% | +0.1% |
| 7D | +0.9% | +0.4% | +0.5% | +0.5% |
| 30D | +1.4% | -2.6% | +4.0% | +3.5% |
| 3M | -2.7% | -3.2% | +0.5% | -0.2% |
| 6M | +2.1% | +0.9% | +1.1% | +1.1% |
| YTD | +8.5% | +11.3% | -2.8% | -0.5% |
| 1Y | +13.0% | +14.0% | -1.0% | +1.6% |
| 3Y | +67.5% | +75.8% | -8.3% | +5.8% |
| 5Y | +79.7% | +57.8% | +21.9% | +23.2% |
| 10Y | +160.9% | +219.8% | -58.9% | -5.7% |
| All | +188.8% | +265.6% | -76.8% | -6.3% |
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