+159.4%
DEW price history and return analytics
+221.8%
-62.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.8% |
| 7D | +1.5% | +2.4% | -0.8% | -0.3% |
| 30D | +4.2% | -1.5% | +5.7% | +5.2% |
| 3M | +1.5% | -4.1% | +5.6% | +4.6% |
| 6M | +9.5% | +0.6% | +8.9% | +8.3% |
| YTD | +21.7% | +11.0% | +10.6% | +10.9% |
| 1Y | +24.5% | +13.3% | +11.2% | +11.5% |
| 3Y | +83.8% | +73.4% | +10.4% | +14.6% |
| 5Y | +83.0% | +57.4% | +25.6% | +23.0% |
| All | +159.4% | +221.8% | -62.3% | -6.9% |
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