+199.9%
DEW price history and return analytics
+357.6%
-157.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | -0.8% |
| 7D | +0.5% | +0.4% | +0.1% | +0.1% |
| 30D | +5.2% | -2.6% | +7.8% | +7.4% |
| 3M | +2.3% | -3.2% | +5.6% | +5.0% |
| 6M | +10.2% | +0.9% | +9.3% | +8.5% |
| YTD | +21.7% | +11.3% | +10.4% | +9.4% |
| 1Y | +26.1% | +14.0% | +12.1% | +10.9% |
| 3Y | +84.7% | +75.8% | +8.9% | +8.6% |
| 5Y | +83.4% | +57.8% | +25.5% | +17.4% |
| 10Y | +158.1% | +219.8% | -61.7% | -15.6% |
| All | +199.9% | +357.6% | -157.7% | -30.7% |
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