+148.4%
DEW price history and return analytics
+229.8%
-81.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.3% |
| 7D | -0.9% | -1.1% | +0.2% | -0.1% |
| 30D | -0.2% | -1.0% | +0.8% | +0.5% |
| 3M | +4.8% | +3.2% | +1.6% | +2.0% |
| 6M | +10.0% | +12.5% | -2.5% | -0.5% |
| YTD | +19.0% | +14.1% | +4.9% | +6.3% |
| 1Y | +23.0% | +18.9% | +4.1% | +6.1% |
| 3Y | +73.3% | +74.1% | -0.8% | +8.1% |
| 5Y | +81.9% | +66.9% | +15.1% | +16.6% |
| All | +148.4% | +229.8% | -81.4% | -12.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling