+322.4%
DWAS price history and return analytics
+353.5%
-31.2%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.1% | -1.0% | -0.1% |
| 7D | -7.1% | -4.2% | -2.9% | -2.0% |
| 30D | -7.2% | -5.8% | -1.4% | 0.0% |
| 3M | -15.4% | -5.2% | -10.2% | -9.4% |
| 6M | -13.4% | +0.1% | -13.5% | -13.1% |
| YTD | +3.2% | +8.2% | -5.1% | -5.8% |
| 1Y | +7.3% | +10.1% | -2.8% | -3.9% |
| 3Y | +39.0% | +69.7% | -30.7% | -25.1% |
| 5Y | +3.8% | +53.4% | -49.6% | -36.2% |
| 10Y | +202.6% | +219.2% | -16.6% | -17.5% |
| All | +322.4% | +353.5% | -31.2% | -20.5% |
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 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