+182.8%
DDWM price history and return analytics
+256.4%
-73.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.4% |
| 7D | -1.0% | -2.3% | +1.3% | +0.8% |
| 30D | -0.1% | -5.0% | +4.8% | +3.9% |
| 3M | -4.3% | -4.9% | +0.6% | -0.5% |
| 6M | -0.5% | -1.5% | +1.1% | +0.6% |
| YTD | +6.2% | +8.5% | -2.2% | -0.6% |
| 1Y | +11.2% | +11.4% | -0.2% | +1.8% |
| 3Y | +63.2% | +70.1% | -6.9% | +5.9% |
| 5Y | +75.2% | +53.7% | +21.4% | +22.6% |
| 10Y | +162.8% | +220.0% | -57.1% | -5.4% |
| All | +182.8% | +256.4% | -73.5% | -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