+182.7%
DWAS price history and return analytics
+222.7%
-40.0%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.5% | -1.4% |
| 7D | +4.8% | +2.9% | +2.0% | +1.2% |
| 30D | -0.2% | -2.5% | +2.3% | +3.2% |
| 3M | -11.6% | -3.3% | -8.3% | -7.6% |
| 6M | -8.3% | +1.5% | -9.8% | -9.6% |
| YTD | +8.2% | +11.4% | -3.2% | -4.9% |
| 1Y | +12.5% | +11.9% | +0.6% | -1.6% |
| 3Y | +49.2% | +73.9% | -24.7% | -23.4% |
| 5Y | +9.8% | +57.9% | -48.1% | -35.8% |
| All | +182.7% | +222.7% | -40.0% | -30.3% |
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 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